ESB
CUBE icon

Essex Savings Bank’s CubeSmart CUBE Stock Holding History

Essex Savings Bank’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
-56
Closed -$2K – 270
2019
Q2 		$2K Hold
56
– – ﹤0.01% 730
2019
Q1 		$2K Sell
56
-25
-31% -$760 ﹤0.01% 610
2018
Q4 		$2K Buy
+81
New +$2.38K ﹤0.01% 614

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Essex Savings Bank's CUBE Position: Q3 2019 in Review

Essex Savings Bank sold out of CubeSmart (CUBE) in Q3 2019, closing a stake of 56 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in CUBE in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 293 funds tracked by Wall St. Rank hold CUBE as of Q3 2019.

  • Essex Savings Bank reported no remaining CubeSmart position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 56 CubeSmart shares in Q3 2019, an estimated $2K.
  • Essex Savings Bank first reported a position in CubeSmart in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's CubeSmart position peaked at $2K in Q2 2019.
  • 293 funds tracked by Wall St. Rank held CubeSmart as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.