Gideon Capital Advisors’s CubeSmart CUBE Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-14,700	Closed	-$513K	–	290
2019 Q3	$513K	Buy	+14,700	New	+$513K	0.17%	180
2019 Q2	–	Sell	-18,990	Closed	-$608K	–	307
2019 Q1	$608K	Sell	18,990 -28,156	-60%	-$856K	0.22%	125
2018 Q4	$1.35M	Buy	47,146 +37,092	+369%	+$1.09M	0.55%	45
2018 Q3	$287K	Buy	+10,054	New	+$307K	0.14%	250
2017 Q4	–	Sell	-9,776	Closed	-$254K	–	314
2017 Q3	$254K	Buy	+9,776	New	+$242K	0.25%	186

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Gideon Capital Advisors's CUBE Position: Q4 2019 in Review

Gideon Capital Advisors sold out of CubeSmart (CUBE) in Q4 2019, closing a stake of 14,700 shares — an estimated $513K sold.

Gideon Capital Advisors first reported a position in CUBE in Q3 2017 and held it in 5 quarters. The position peaked at $1.35M in Q4 2018. 298 funds tracked by Wall St. Rank hold CUBE as of Q4 2019.

Gideon Capital Advisors reported no remaining CubeSmart position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 14,700 CubeSmart shares in Q4 2019, an estimated $513K.
Gideon Capital Advisors first reported a position in CubeSmart in Q3 2017 and held it in 5 quarters.
Gideon Capital Advisors's CubeSmart position peaked at $1.35M in Q4 2018.
298 funds tracked by Wall St. Rank held CubeSmart as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.