ICW Investment Advisors’s CubeSmart CUBE Stock Holding History

ICW Investment 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
2020 Q1	–	Sell	-606	Closed	-$19K	–	126
2019 Q4	$19K	Buy	+606	New	+$19.5K	0.02%	156

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ICW Investment Advisors's CUBE Position: Q1 2020 in Review

ICW Investment Advisors sold out of CubeSmart (CUBE) in Q1 2020, closing a stake of 606 shares — an estimated $19K sold.

ICW Investment Advisors first reported a position in CUBE in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 276 funds tracked by Wall St. Rank hold CUBE as of Q1 2020.

ICW Investment Advisors reported no remaining CubeSmart position as of Q1 2020 after selling out during the quarter.
ICW Investment Advisors sold 606 CubeSmart shares in Q1 2020, an estimated $19K.
ICW Investment Advisors first reported a position in CubeSmart in Q4 2019 and held it in 1 quarter.
ICW Investment Advisors's CubeSmart position peaked at $19K in Q4 2019.
276 funds tracked by Wall St. Rank held CubeSmart as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.