Foresters Investment Management’s CubeSmart CUBE Stock Holding History

Foresters Investment 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
2018 Q3	–	Sell	-5,747	Closed	-$185K	–	371
2018 Q2	$185K	Sell	5,747 -118,146	-95%	-$3.54M	﹤0.01%	325
2018 Q1	$3.49M	Sell	123,893 -1,200	-1%	-$32.7K	0.06%	294
2017 Q4	$3.62M	Sell	125,093 -8,200	-6%	-$229K	0.06%	289
2017 Q3	$3.46M	Buy	133,293 +88,040	+195%	+$2.18M	0.06%	280
2017 Q2	$1.09M	Sell	45,253 -950	-2%	-$24.1K	0.02%	329
2017 Q1	$1.2M	Buy	46,203 +12,200	+36%	+$320K	0.02%	311
2016 Q4	$895K	Buy	34,003 +10,310	+44%	+$264K	0.02%	323
2016 Q3	$646K	Buy	23,693 +16,350	+223%	+$469K	0.01%	318
2016 Q2	$227K	Buy	+7,343	New	+$229K	﹤0.01%	339

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Foresters Investment Management's CUBE Position: Q3 2018 in Review

Foresters Investment Management sold out of CubeSmart (CUBE) in Q3 2018, closing a stake of 5,747 shares — an estimated $185K sold.

Foresters Investment Management first reported a position in CUBE in Q2 2016 and held it in 9 quarters. The position peaked at $3.62M in Q4 2017. 280 funds tracked by Wall St. Rank hold CUBE as of Q3 2018.

Foresters Investment Management reported no remaining CubeSmart position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 5,747 CubeSmart shares in Q3 2018, an estimated $185K.
Foresters Investment Management first reported a position in CubeSmart in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's CubeSmart position peaked at $3.62M in Q4 2017.
280 funds tracked by Wall St. Rank held CubeSmart as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.