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TRUE Private Wealth Advisors’s Extra Space Storage EXR Stock Holding History

TRUE Private 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
-13
Closed -$1.13K – 474
2018
Q3 		$1.13K Buy
+13
New +$1.21K ﹤0.01% 1063

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

TRUE Private Wealth Advisors's EXR Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2018, closing a stake of 13 shares — an estimated $1.13K sold.

TRUE Private Wealth Advisors first reported a position in EXR in Q3 2018 and held it in 1 quarter. The position peaked at $1.13K in Q3 2018. 464 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 13 Extra Space Storage shares in Q4 2018, an estimated $1.13K.
  • TRUE Private Wealth Advisors first reported a position in Extra Space Storage in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Extra Space Storage position peaked at $1.13K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.