PSI
EXR icon

Pinnacle Summer Investments’s Extra Space Storage EXR Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-20,042
Closed -$1.03M – 1033
2014
Q3 		$1.03M Buy
20,042
+1,628
+9% +$86K 0.11% 133
2014
Q2 		$976K Buy
18,414
+15,052
+448% +$776K 0.11% 127
2014
Q1 		$176K Hold
3,362
– – 0.02% 279
2013
Q4 		$142K Buy
3,362
+147
+5% +$6.48K 0.02% 297
2013
Q3 		$147K Sell
3,215
-12,917
-80% -$559K 0.03% 274
2013
Q2 		$676K Buy
+16,132
New +$683K 0.17% 107

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pinnacle Summer Investments's EXR Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Extra Space Storage (EXR) in Q4 2014, closing a stake of 20,042 shares — an estimated $1.03M sold.

Pinnacle Summer Investments first reported a position in EXR in Q2 2013 and held it in 6 quarters. The position peaked at $1.03M in Q3 2014. 276 funds tracked by Wall St. Rank hold EXR as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Extra Space Storage position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 20,042 Extra Space Storage shares in Q4 2014, an estimated $1.03M.
  • Pinnacle Summer Investments first reported a position in Extra Space Storage in Q2 2013 and held it in 6 quarters.
  • Pinnacle Summer Investments's Extra Space Storage position peaked at $1.03M in Q3 2014.
  • 276 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.