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Financial Architects (New Jersey)’s CubeSmart CUBE Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-300
Closed -$8K – 1529
2017
Q1 		$8K Hold
300
– – ﹤0.01% 1175
2016
Q4 		$8K Hold
300
– – ﹤0.01% 1051
2016
Q3 		$8K Buy
+300
New +$8.6K ﹤0.01% 1044

Other funds holding CUBE

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Architects (New Jersey)'s CUBE Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of CubeSmart (CUBE) in Q2 2017, closing a stake of 300 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in CUBE in Q3 2016 and held it in 3 quarters. The position peaked at $8K in Q1 2017. 248 funds tracked by Wall St. Rank hold CUBE as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining CubeSmart position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 CubeSmart shares in Q2 2017, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in CubeSmart in Q3 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s CubeSmart position peaked at $8K in Q1 2017.
  • 248 funds tracked by Wall St. Rank held CubeSmart as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.