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Howe & Rusling’s CubeSmart CUBE Stock Holding History

Howe & Rusling’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
-400
Closed -$13K – 793
2019
Q4 		$13K Sell
400
-35
-8% -$1.12K ﹤0.01% 435
2019
Q3 		$15K Buy
+435
New +$15.2K ﹤0.01% 419
2015
Q4 		– Sell
-1,000
Closed -$27K – 1004
2015
Q3 		$27K Hold
1,000
– – 0.01% 341
2015
Q2 		$23K Hold
1,000
– – 0.01% 384
2015
Q1 		$24K Hold
1,000
– – 0.01% 366
2014
Q4 		$22K Hold
1,000
– – 0.01% 376
2014
Q3 		$18K Hold
1,000
– – ﹤0.01% 403
2014
Q2 		$18K Hold
1,000
– – ﹤0.01% 399
2014
Q1 		$17K Hold
1,000
– – ﹤0.01% 480
2013
Q4 		$16K Hold
1,000
– – ﹤0.01% 416
2013
Q3 		$18K Hold
1,000
– – 0.01% 487
2013
Q2 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 519

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 $5.7T 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 $187B AUM 18.48% 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 $1.47T 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