Ausdal Financial Partners’s CubeSmart CUBE Stock Holding History

Ausdal Financial Partners’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,527	Closed	-$215K	–	269
2018 Q3	$215K	Buy	7,527 +17	+0.2%	+$520	0.06%	361
2018 Q2	$242K	Sell	7,510 -258	-3%	-$7.73K	0.07%	314
2018 Q1	$219K	Hold	7,768	–	–	0.08%	311
2017 Q4	$225K	Sell	7,768 -1,000	-11%	-$27.9K	0.08%	309
2017 Q3	$228K	Buy	8,768 +18	+0.2%	+$445	0.09%	289
2017 Q2	$210K	Sell	8,750 -500	-5%	-$12.7K	0.09%	278
2017 Q1	$240K	Sell	9,250 -500	-5%	-$13.1K	0.11%	231
2016 Q4	$261K	Buy	9,750 +500	+5%	+$12.8K	0.12%	190
2016 Q3	$252K	Buy	9,250 +1,000	+12%	+$28.7K	0.13%	194
2016 Q2	$255K	Buy	+8,250	New	+$257K	0.13%	185

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ausdal Financial Partners's CUBE Position: Q4 2018 in Review

Ausdal Financial Partners sold out of CubeSmart (CUBE) in Q4 2018, closing a stake of 7,527 shares — an estimated $215K sold.

Ausdal Financial Partners first reported a position in CUBE in Q2 2016 and held it in 10 quarters. The position peaked at $261K in Q4 2016. 289 funds tracked by Wall St. Rank hold CUBE as of Q4 2018.

Ausdal Financial Partners reported no remaining CubeSmart position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 7,527 CubeSmart shares in Q4 2018, an estimated $215K.
Ausdal Financial Partners first reported a position in CubeSmart in Q2 2016 and held it in 10 quarters.
Ausdal Financial Partners's CubeSmart position peaked at $261K in Q4 2016.
289 funds tracked by Wall St. Rank held CubeSmart as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.