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Avantax Planning Partners’s CubeSmart CUBE Stock Holding History

Avantax Planning 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
Q2 		– Sell
-25
Closed -$1K – 499
2018
Q1 		$1K Buy
+25
New +$682 ﹤0.01% 1687

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CIM
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State Street
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LIMS
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Daiwa Securities Group
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Avantax Planning Partners's CUBE Position: Q2 2018 in Review

Avantax Planning Partners sold out of CubeSmart (CUBE) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CUBE in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2018.

  • Avantax Planning Partners reported no remaining CubeSmart position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 CubeSmart shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in CubeSmart in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's CubeSmart position peaked at $1K in Q1 2018.
  • 280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.