CCA
CUBE icon

Checchi Capital Advisers’s CubeSmart CUBE Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-422
Closed -$13K – 589
2016
Q2 		$13K Sell
422
-274
-39% -$8.54K ﹤0.01% 1249
2016
Q1 		$23K Buy
+696
New +$21.4K 0.01% 1080

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Checchi Capital Advisers's CUBE Position: Q3 2016 in Review

Checchi Capital Advisers sold out of CubeSmart (CUBE) in Q3 2016, closing a stake of 422 shares — an estimated $13K sold.

Checchi Capital Advisers first reported a position in CUBE in Q1 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2016. 252 funds tracked by Wall St. Rank hold CUBE as of Q3 2016.

  • Checchi Capital Advisers reported no remaining CubeSmart position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 422 CubeSmart shares in Q3 2016, an estimated $13K.
  • Checchi Capital Advisers first reported a position in CubeSmart in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's CubeSmart position peaked at $23K in Q1 2016.
  • 252 funds tracked by Wall St. Rank held CubeSmart as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.