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McKinley Capital Management’s Extra Space Storage EXR Stock Holding History

McKinley Capital 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
2014
Q3 		– Sell
-6,950
Closed -$370K – 339
2014
Q2 		$370K Sell
6,950
-7,500
-52% -$387K 0.02% 261
2014
Q1 		$701K Hold
14,450
– – 0.03% 246
2013
Q4 		$609K Sell
14,450
-1,870
-11% -$82.4K 0.02% 282
2013
Q3 		$747K Hold
16,320
– – 0.03% 249
2013
Q2 		$684K Buy
+16,320
New +$691K 0.03% 231

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

McKinley Capital Management's EXR Position: Q3 2014 in Review

McKinley Capital Management sold out of Extra Space Storage (EXR) in Q3 2014, closing a stake of 6,950 shares — an estimated $370K sold.

McKinley Capital Management first reported a position in EXR in Q2 2013 and held it in 5 quarters. The position peaked at $747K in Q3 2013. 247 funds tracked by Wall St. Rank hold EXR as of Q3 2014.

  • McKinley Capital Management reported no remaining Extra Space Storage position as of Q3 2014 after selling out during the quarter.
  • McKinley Capital Management sold 6,950 Extra Space Storage shares in Q3 2014, an estimated $370K.
  • McKinley Capital Management first reported a position in Extra Space Storage in Q2 2013 and held it in 5 quarters.
  • McKinley Capital Management's Extra Space Storage position peaked at $747K in Q3 2013.
  • 247 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2014.

Based on McKinley Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.