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Simply Money Advisors’s Extra Space Storage EXR Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-88
Closed -$4K – 199
2013
Q2 		$4K Buy
+88
New +$3.72K ﹤0.01% 285

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simply Money Advisors's EXR Position: Q3 2013 in Review

Simply Money Advisors sold out of Extra Space Storage (EXR) in Q3 2013, closing a stake of 88 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in EXR in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 251 funds tracked by Wall St. Rank hold EXR as of Q3 2013.

  • Simply Money Advisors reported no remaining Extra Space Storage position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 88 Extra Space Storage shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Extra Space Storage in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Extra Space Storage position peaked at $4K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.