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Cornerstone Advisors (Washington)’s Extra Space Storage EXR Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-392
Closed -$42K – 1026
2019
Q2 		$42K Buy
392
+31
+9% +$3.26K ﹤0.01% 447
2019
Q1 		$37K Buy
361
+31
+9% +$2.98K ﹤0.01% 455
2018
Q4 		$30K Buy
330
+9
+3% +$818 0.01% 411
2018
Q3 		$28K Hold
321
– – 0.02% 461
2018
Q2 		$32K Hold
321
– – 0.02% 405
2018
Q1 		$28K Hold
321
– – 0.02% 423
2017
Q4 		$28K Hold
321
– – 0.02% 409
2017
Q3 		$26K Hold
321
– – 0.02% 420
2017
Q2 		$25K Buy
+321
New +$24.6K 0.01% 441

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EXR Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Extra Space Storage (EXR) in Q3 2019, closing a stake of 392 shares — an estimated $42K sold.

Cornerstone Advisors (Washington) first reported a position in EXR in Q2 2017 and held it in 9 quarters. The position peaked at $42K in Q2 2019. 499 funds tracked by Wall St. Rank hold EXR as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Extra Space Storage position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 392 Extra Space Storage shares in Q3 2019, an estimated $42K.
  • Cornerstone Advisors (Washington) first reported a position in Extra Space Storage in Q2 2017 and held it in 9 quarters.
  • Cornerstone Advisors (Washington)'s Extra Space Storage position peaked at $42K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.