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Mariner Wealth Advisors (Cincinnati)’s Extra Space Storage EXR Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q4 		– Sell
-2,700
Closed -$214K – 242
2016
Q3 		$214K Buy
+2,700
New +$228K 0.02% 242

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s EXR Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Extra Space Storage (EXR) in Q4 2016, closing a stake of 2,700 shares — an estimated $214K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in EXR in Q3 2016 and held it in 1 quarter. The position peaked at $214K in Q3 2016. 380 funds tracked by Wall St. Rank hold EXR as of Q4 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Extra Space Storage position as of Q4 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 2,700 Extra Space Storage shares in Q4 2016, an estimated $214K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Extra Space Storage in Q3 2016 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s Extra Space Storage position peaked at $214K in Q3 2016.
  • 380 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.