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Legacy Financial Advisors’s Extra Space Storage EXR Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-153
Closed -$16K – 376
2019
Q1 		$16K Buy
153
+18
+13% +$1.73K 0.01% 507
2018
Q4 		$12K Sell
135
-153
-53% -$13.9K ﹤0.01% 519
2018
Q3 		$24K Hold
288
– – 0.01% 346
2018
Q2 		$28K Hold
288
– – 0.01% 326
2018
Q1 		$25K Hold
288
– – 0.01% 331
2017
Q4 		$25K Buy
+288
New +$24.3K 0.01% 337

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's EXR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Extra Space Storage (EXR) in Q2 2019, closing a stake of 153 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in EXR in Q4 2017 and held it in 6 quarters. The position peaked at $28K in Q2 2018. 459 funds tracked by Wall St. Rank hold EXR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Extra Space Storage position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 153 Extra Space Storage shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Extra Space Storage in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Extra Space Storage position peaked at $28K in Q2 2018.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.