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Jaffetilchin Investment Partners’s Extra Space Storage EXR Stock Holding History

Jaffetilchin Investment Partners’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
-2,296
Closed -$212K – 236
2016
Q2 		$212K Hold
2,296
– – 0.06% 200
2016
Q1 		$215K Sell
2,296
-1,969
-46% -$171K 0.07% 163
2015
Q4 		$376K Sell
4,265
-171
-4% -$14K 0.12% 114
2015
Q3 		$342K Buy
+4,436
New +$325K 0.13% 119

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 $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jaffetilchin Investment Partners's EXR Position: Q3 2016 in Review

Jaffetilchin Investment Partners sold out of Extra Space Storage (EXR) in Q3 2016, closing a stake of 2,296 shares — an estimated $212K sold.

Jaffetilchin Investment Partners first reported a position in EXR in Q3 2015 and held it in 4 quarters. The position peaked at $376K in Q4 2015. 395 funds tracked by Wall St. Rank hold EXR as of Q3 2016.

  • Jaffetilchin Investment Partners reported no remaining Extra Space Storage position as of Q3 2016 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,296 Extra Space Storage shares in Q3 2016, an estimated $212K.
  • Jaffetilchin Investment Partners first reported a position in Extra Space Storage in Q3 2015 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Extra Space Storage position peaked at $376K in Q4 2015.
  • 395 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2016.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2016, filed 9 Nov 2016.