Israel Discount Bank of New York’s CubeSmart CUBE Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-375	Closed	-$12K	–	148
2019 Q1	$12K	Hold	375	–	–	0.01%	364
2018 Q4	$11K	Hold	375	–	–	0.01%	367
2018 Q3	$11K	Sell	375 -1,205	-76%	-$36.8K	0.01%	372
2018 Q2	$51K	Hold	1,580	–	–	0.03%	264
2018 Q1	$45K	Hold	1,580	–	–	0.03%	285
2017 Q4	$46K	Hold	1,580	–	–	0.03%	287
2017 Q3	$41K	Hold	1,580	–	–	0.03%	298
2017 Q2	$38K	Buy	1,580 +180	+13%	+$4.56K	0.03%	308
2017 Q1	$36K	Hold	1,400	–	–	0.03%	311
2016 Q4	$37K	Buy	+1,400	New	+$35.9K	0.03%	325

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 $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

CIM

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

CIMLRA

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

Israel Discount Bank of New York's CUBE Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of CubeSmart (CUBE) in Q2 2019, closing a stake of 375 shares — an estimated $12K sold.

Israel Discount Bank of New York first reported a position in CUBE in Q4 2016 and held it in 10 quarters. The position peaked at $51K in Q2 2018. 262 funds tracked by Wall St. Rank hold CUBE as of Q2 2019.

Israel Discount Bank of New York reported no remaining CubeSmart position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 375 CubeSmart shares in Q2 2019, an estimated $12K.
Israel Discount Bank of New York first reported a position in CubeSmart in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's CubeSmart position peaked at $51K in Q2 2018.
262 funds tracked by Wall St. Rank held CubeSmart as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.