Claro Advisors’s CubeSmart CUBE Stock Holding History

Claro Advisors’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
2019 Q1	–	Sell	-47	Closed	-$1K	–	319
2018 Q4	$1K	Buy	+47	New	+$1.38K	﹤0.01%	996

Other funds holding CUBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Claro Advisors's CUBE Position: Q1 2019 in Review

Claro Advisors sold out of CubeSmart (CUBE) in Q1 2019, closing a stake of 47 shares — an estimated $1K sold.

Claro Advisors first reported a position in CUBE in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 275 funds tracked by Wall St. Rank hold CUBE as of Q1 2019.

Claro Advisors reported no remaining CubeSmart position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 47 CubeSmart shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in CubeSmart in Q4 2018 and held it in 1 quarter.
Claro Advisors's CubeSmart position peaked at $1K in Q4 2018.
275 funds tracked by Wall St. Rank held CubeSmart as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.