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Concert Wealth Management’s Extra Space Storage EXR Stock Holding History

Concert Wealth Management’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
2016
Q3 		– Sell
-2,386
Closed -$221K – 1016
2016
Q2 		$221K Buy
+2,386
New +$215K 0.03% 567

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Concert Wealth Management's EXR Position: Q3 2016 in Review

Concert Wealth Management sold out of Extra Space Storage (EXR) in Q3 2016, closing a stake of 2,386 shares — an estimated $221K sold.

Concert Wealth Management first reported a position in EXR in Q2 2016 and held it in 1 quarter. The position peaked at $221K in Q2 2016. 395 funds tracked by Wall St. Rank hold EXR as of Q3 2016.

  • Concert Wealth Management reported no remaining Extra Space Storage position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,386 Extra Space Storage shares in Q3 2016, an estimated $221K.
  • Concert Wealth Management first reported a position in Extra Space Storage in Q2 2016 and held it in 1 quarter.
  • Concert Wealth Management's Extra Space Storage position peaked at $221K in Q2 2016.
  • 395 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.