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Econ Financial Services’s CubeSmart CUBE Stock Holding History

Econ Financial Services’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
Q2 		– Sell
-6,469
Closed -$207K – 71
2019
Q1 		$207K Buy
+6,469
New +$197K 0.31% 54

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Econ Financial Services's CUBE Position: Q2 2019 in Review

Econ Financial Services sold out of CubeSmart (CUBE) in Q2 2019, closing a stake of 6,469 shares — an estimated $207K sold.

Econ Financial Services first reported a position in CUBE in Q1 2019 and held it in 1 quarter. The position peaked at $207K in Q1 2019. 262 funds tracked by Wall St. Rank hold CUBE as of Q2 2019.

  • Econ Financial Services reported no remaining CubeSmart position as of Q2 2019 after selling out during the quarter.
  • Econ Financial Services sold 6,469 CubeSmart shares in Q2 2019, an estimated $207K.
  • Econ Financial Services first reported a position in CubeSmart in Q1 2019 and held it in 1 quarter.
  • Econ Financial Services's CubeSmart position peaked at $207K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held CubeSmart as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.