EWM
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Edge Wealth Management’s CubeSmart CUBE Stock Holding History

Edge 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
Q3 		– Sell
-200
Closed -$5K – 479
2020
Q2 		$5K Hold
200
– – ﹤0.01% 547
2020
Q1 		$5K Hold
200
– – ﹤0.01% 475
2019
Q4 		$6K Hold
200
– – ﹤0.01% 467
2019
Q3 		$6K Buy
+200
New +$6.98K ﹤0.01% 463

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edge Wealth Management's CUBE Position: Q3 2020 in Review

Edge Wealth Management sold out of CubeSmart (CUBE) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in CUBE in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 273 funds tracked by Wall St. Rank hold CUBE as of Q3 2020.

  • Edge Wealth Management reported no remaining CubeSmart position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 200 CubeSmart shares in Q3 2020, an estimated $5K.
  • Edge Wealth Management first reported a position in CubeSmart in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's CubeSmart position peaked at $6K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held CubeSmart as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.