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Global Wealth Management Investment Advisory’s CubeSmart CUBE Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-773
Closed -$24K – 602
2019
Q4 		$24K Buy
+773
New +$24.8K 0.01% 255

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 $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's CUBE Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of CubeSmart (CUBE) in Q1 2020, closing a stake of 773 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in CUBE in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 276 funds tracked by Wall St. Rank hold CUBE as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining CubeSmart position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 773 CubeSmart shares in Q1 2020, an estimated $24K.
  • Global Wealth Management Investment Advisory first reported a position in CubeSmart in Q4 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's CubeSmart position peaked at $24K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held CubeSmart as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.