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Detwiler Fenton Investment Management’s Extra Space Storage EXR Stock Holding History

Detwiler Fenton Investment 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
2013
Q4 		– Sell
-14,050
Closed -$643K – 116
2013
Q3 		$643K Hold
14,050
– – 0.57% 47
2013
Q2 		$589K Buy
+14,050
New +$595K 0.6% 40

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 $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 18.14% 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 $51.1B AUM 35.55% 1-Year Est. Return

Detwiler Fenton Investment Management's EXR Position: Q4 2013 in Review

Detwiler Fenton Investment Management sold out of Extra Space Storage (EXR) in Q4 2013, closing a stake of 14,050 shares — an estimated $643K sold.

Detwiler Fenton Investment Management first reported a position in EXR in Q2 2013 and held it in 2 quarters. The position peaked at $643K in Q3 2013. 275 funds tracked by Wall St. Rank hold EXR as of Q4 2013.

  • Detwiler Fenton Investment Management reported no remaining Extra Space Storage position as of Q4 2013 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 14,050 Extra Space Storage shares in Q4 2013, an estimated $643K.
  • Detwiler Fenton Investment Management first reported a position in Extra Space Storage in Q2 2013 and held it in 2 quarters.
  • Detwiler Fenton Investment Management's Extra Space Storage position peaked at $643K in Q3 2013.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2013.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.