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Financial Architects (New Jersey)’s Extra Space Storage EXR Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-527
Closed -$42K – 1520
2017
Q3 		$42K Buy
527
+60
+13% +$4.67K 0.01% 738
2017
Q2 		$36K Sell
467
-7
-1% -$537 0.01% 785
2017
Q1 		$35K Buy
474
+59
+14% +$4.45K 0.01% 766
2016
Q4 		$32K Hold
415
– – 0.01% 708
2016
Q3 		$33K Buy
+415
New +$35K 0.01% 694

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Architects (New Jersey)'s EXR Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Extra Space Storage (EXR) in Q4 2017, closing a stake of 527 shares — an estimated $42K sold.

Financial Architects (New Jersey) first reported a position in EXR in Q3 2016 and held it in 5 quarters. The position peaked at $42K in Q3 2017. 439 funds tracked by Wall St. Rank hold EXR as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Extra Space Storage position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 527 Extra Space Storage shares in Q4 2017, an estimated $42K.
  • Financial Architects (New Jersey) first reported a position in Extra Space Storage in Q3 2016 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s Extra Space Storage position peaked at $42K in Q3 2017.
  • 439 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.