WIL
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Winifred I. Li’s Extra Space Storage EXR Stock Holding History

Winifred I. Li’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 		$155K Hold
2,650
– – 0.15% 133
2014
Q3 		$137K Hold
2,650
– – 0.13% 146
2014
Q2 		$141K Hold
2,650
– – 0.12% 155
2014
Q1 		$129K Hold
2,650
– – 0.11% 162
2013
Q4 		$112K Buy
+2,650
New +$117K 0.1% 171

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 $51.1B AUM 35.55% 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

Winifred I. Li's EXR Position: Q4 2014 in Review

Winifred I. Li held its Extra Space Storage (EXR) position steady in Q4 2014 at 2,650 shares worth $155K. The position accounts for 0.15% of the portfolio, ranked #133.

Winifred I. Li first reported a position in EXR in Q4 2013 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold EXR as of Q4 2014.

  • Winifred I. Li held 2,650 shares of Extra Space Storage worth $155K as of Q4 2014.
  • Winifred I. Li left its Extra Space Storage share count unchanged in Q4 2014.
  • Extra Space Storage made up 0.15% of Winifred I. Li's portfolio in Q4 2014, its #133 holding.
  • Winifred I. Li first reported a position in Extra Space Storage in Q4 2013 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.