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

Gupta 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
Q1 		$42K Hold
447
– – 0.01% 467
2015
Q4 		$39K Hold
447
– – 0.01% 473
2015
Q3 		$34K Hold
447
– – 0.01% 531
2015
Q2 		$30K Buy
+447
New +$30.3K 0.01% 631

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gupta Wealth Management's EXR Position: Q1 2016 in Review

Gupta Wealth Management held its Extra Space Storage (EXR) position steady in Q1 2016 at 447 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #467.

Gupta Wealth Management first reported a position in EXR in Q2 2015 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold EXR as of Q1 2016.

  • Gupta Wealth Management held 447 shares of Extra Space Storage worth $42K as of Q1 2016.
  • Gupta Wealth Management left its Extra Space Storage share count unchanged in Q1 2016.
  • Extra Space Storage made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #467 holding.
  • Gupta Wealth Management first reported a position in Extra Space Storage in Q2 2015 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.