ACI
EXR icon

Advance Capital I’s Extra Space Storage EXR Stock Holding History

Advance Capital I’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,500
Closed -$435K – 298
2013
Q3 		$435K Buy
+9,500
New +$411K 0.22% 194

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Advance Capital I's EXR Position: Q4 2013 in Review

Advance Capital I sold out of Extra Space Storage (EXR) in Q4 2013, closing a stake of 9,500 shares — an estimated $435K sold.

Advance Capital I first reported a position in EXR in Q3 2013 and held it in 1 quarter. The position peaked at $435K in Q3 2013. 275 funds tracked by Wall St. Rank hold EXR as of Q4 2013.

  • Advance Capital I reported no remaining Extra Space Storage position as of Q4 2013 after selling out during the quarter.
  • Advance Capital I sold 9,500 Extra Space Storage shares in Q4 2013, an estimated $435K.
  • Advance Capital I first reported a position in Extra Space Storage in Q3 2013 and held it in 1 quarter.
  • Advance Capital I's Extra Space Storage position peaked at $435K in Q3 2013.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.