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Ropes Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Ropes Wealth 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
2018
Q4 		– Sell
-79
Closed -$7K – 506
2018
Q3 		$7K Hold
79
– – ﹤0.01% 476
2018
Q2 		$8K Hold
79
– – ﹤0.01% 481
2018
Q1 		$7K Hold
79
– – ﹤0.01% 475
2017
Q4 		$7K Hold
79
– – ﹤0.01% 566
2017
Q3 		$6K Hold
79
– – ﹤0.01% 566
2017
Q2 		$6K Buy
+79
New +$6.06K ﹤0.01% 476
2015
Q4 		– Sell
-2,850
Closed -$220K – 491
2015
Q3 		$220K Buy
+2,850
New +$209K 0.12% 126

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ropes Wealth Advisors's EXR Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2018, closing a stake of 79 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in EXR in Q3 2015 and held it in 7 quarters. The position peaked at $220K in Q3 2015. 464 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 79 Extra Space Storage shares in Q4 2018, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in Extra Space Storage in Q3 2015 and held it in 7 quarters.
  • Ropes Wealth Advisors's Extra Space Storage position peaked at $220K in Q3 2015.
  • 464 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.