FMT
CUBE icon

First Mercantile Trust’s CubeSmart CUBE Stock Holding History

First Mercantile Trust’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
2021
Q3 		$230K Buy
4,756
+40
+0.8% +$2.02K 0.03% 367
2021
Q2 		$218K Hold
4,716
– – 0.03% 411
2021
Q1 		$178K Sell
4,716
-240
-5% -$8.64K 0.02% 486
2020
Q4 		$167K Sell
4,956
-220
-4% -$7.36K 0.02% 504
2020
Q3 		$162K Sell
5,176
-1,070
-17% -$32.4K 0.02% 497
2020
Q2 		$169K Sell
6,246
-1,760
-22% -$46.5K 0.02% 469
2020
Q1 		$214K Buy
8,006
+340
+4% +$10.2K 0.03% 324
2019
Q4 		$241K Buy
7,666
+387
+5% +$12.4K 0.03% 404
2019
Q3 		$254K Sell
7,279
-710
-9% -$24.8K 0.03% 409
2019
Q2 		$267K Hold
7,989
– – 0.03% 352
2019
Q1 		$256K Sell
7,989
-590
-7% -$17.9K 0.06% 371
2018
Q4 		$246K Sell
8,579
-128
-1% -$3.76K 0.06% 370
2018
Q3 		$248K Buy
8,707
+5,797
+199% +$177K 0.05% 446
2018
Q2 		$94K Buy
+2,910
New +$87.2K 0.02% 727
2014
Q3 		– Sell
-1,710
Closed -$31K – 1146
2014
Q2 		$31K Sell
1,710
-57,150
-97% -$1.04M ﹤0.01% 1040
2014
Q1 		$1.01M Sell
58,860
-5,950
-9% -$99.7K 0.07% 365
2013
Q4 		$1.03M Sell
64,810
-2,865
-4% -$49.2K 0.08% 360
2013
Q3 		$1.21M Buy
67,675
+65,000
+2,430% +$1.11M 0.1% 301
2013
Q2 		$43K Buy
+2,675
New +$43.8K ﹤0.01% 992

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return