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Destination Wealth Management’s CubeSmart CUBE Stock Holding History

Destination 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
2019
Q3 		– Sell
-18
Closed -$1K – 218
2019
Q2 		$1K Hold
18
– – ﹤0.01% 543
2019
Q1 		$1K Buy
+18
New +$547 ﹤0.01% 624

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Destination Wealth Management's CUBE Position: Q3 2019 in Review

Destination Wealth Management sold out of CubeSmart (CUBE) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in CUBE in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 293 funds tracked by Wall St. Rank hold CUBE as of Q3 2019.

  • Destination Wealth Management reported no remaining CubeSmart position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 18 CubeSmart shares in Q3 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in CubeSmart in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's CubeSmart position peaked at $1K in Q2 2019.
  • 293 funds tracked by Wall St. Rank held CubeSmart as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.