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National Planning Corporation’s Extra Space Storage EXR Stock Holding History

National Planning Corporation’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
-2,857
Closed -$212K – 702
2016
Q3 		$212K Sell
2,857
-1,619
-36% -$137K 0.02% 569
2016
Q2 		$381K Buy
4,476
+1,407
+46% +$127K 0.03% 433
2016
Q1 		$284K Sell
3,069
-931
-23% -$80.9K 0.02% 481
2015
Q4 		$327K Buy
+4,000
New +$329K 0.03% 495
2015
Q1 		– Sell
-600
Closed -$37.5K – 1101
2014
Q4 		$37.5K Buy
+600
New +$34.4K ﹤0.01% 1414

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

National Planning Corporation's EXR Position: Q4 2016 in Review

National Planning Corporation sold out of Extra Space Storage (EXR) in Q4 2016, closing a stake of 2,857 shares — an estimated $212K sold.

National Planning Corporation first reported a position in EXR in Q4 2014 and held it in 5 quarters. The position peaked at $381K in Q2 2016. 380 funds tracked by Wall St. Rank hold EXR as of Q4 2016.

  • National Planning Corporation reported no remaining Extra Space Storage position as of Q4 2016 after selling out during the quarter.
  • National Planning Corporation sold 2,857 Extra Space Storage shares in Q4 2016, an estimated $212K.
  • National Planning Corporation first reported a position in Extra Space Storage in Q4 2014 and held it in 5 quarters.
  • National Planning Corporation's Extra Space Storage position peaked at $381K in Q2 2016.
  • 380 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2016.

Based on National Planning Corporation's 13F filing for Q4 2016, filed 7 Feb 2017.