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Waddell & Reed Financial’s Extra Space Storage EXR Stock Holding History

Waddell & Reed Financial’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
-14,395
Closed -$604K – 561
2013
Q2 		$604K Buy
+14,395
New +$609K ﹤0.01% 529

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

Waddell & Reed Financial's EXR Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Extra Space Storage (EXR) in Q3 2013, closing a stake of 14,395 shares — an estimated $604K sold.

Waddell & Reed Financial first reported a position in EXR in Q2 2013 and held it in 1 quarter. The position peaked at $604K in Q2 2013. 251 funds tracked by Wall St. Rank hold EXR as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Extra Space Storage position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 14,395 Extra Space Storage shares in Q3 2013, an estimated $604K.
  • Waddell & Reed Financial first reported a position in Extra Space Storage in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Extra Space Storage position peaked at $604K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.