BWM
CUBE icon

BerganKDV Wealth Management’s CubeSmart CUBE Stock Holding History

BerganKDV Wealth Management’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
2020
Q2 		– Sell
-20
Closed -$1K – 981
2020
Q1 		$1K Hold
20
– – ﹤0.01% 805
2019
Q4 		$1K Buy
+20
New +$642 ﹤0.01% 835

Other funds holding CUBE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BerganKDV Wealth Management's CUBE Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of CubeSmart (CUBE) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in CUBE in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining CubeSmart position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 20 CubeSmart shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in CubeSmart in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's CubeSmart position peaked at $1K in Q1 2020.
  • 280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.