FineMark National Bank & Trust’s Extra Space Storage EXR Stock Holding History

FineMark National Bank & Trust’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	-49	Closed	-$5K	–	1357
2016 Q2	$5K	Buy	+49	New	+$4.42K	﹤0.01%	1070

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FineMark National Bank & Trust's EXR Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Extra Space Storage (EXR) in Q3 2016, closing a stake of 49 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in EXR in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 395 funds tracked by Wall St. Rank hold EXR as of Q3 2016.

FineMark National Bank & Trust reported no remaining Extra Space Storage position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 49 Extra Space Storage shares in Q3 2016, an estimated $5K.
FineMark National Bank & Trust first reported a position in Extra Space Storage in Q2 2016 and held it in 1 quarter.
FineMark National Bank & Trust's Extra Space Storage position peaked at $5K in Q2 2016.
395 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.