Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-17,472
Closed -$440K 550
2016
Q3
$440K Sell
17,472
-482
-3% -$12.4K 0.03% 385
2016
Q2
$463K Buy
17,954
+158
+0.9% +$4.12K 0.03% 364
2016
Q1
$467K Sell
17,796
-97
-0.5% -$2.53K 0.03% 352
2015
Q4
$468K Sell
17,893
-2,923
-14% -$77K 0.04% 352
2015
Q3
$547K Sell
20,816
-508
-2% -$13.5K 0.05% 324
2015
Q2
$562K Sell
21,324
-2,345
-10% -$63K 0.04% 333
2015
Q1
$633K Sell
23,669
-450
-2% -$12.2K 0.05% 313
2014
Q4
$651K Buy
24,119
+4,584
+23% +$123K 0.05% 298
2014
Q3
$516K Buy
19,535
+69
+0.4% +$1.83K 0.05% 311
2014
Q2
$512K Buy
19,466
+1,540
+9% +$40.9K 0.05% 308
2014
Q1
$461K Buy
17,926
+2,366
+15% +$60.9K 0.05% 301
2013
Q4
$391K Buy
+15,560
New +$398K 0.04% 324

KCM Investment Advisors's CUBE.PRA Position: Q4 2016 in Review

KCM Investment Advisors sold out of CubeSmart (CUBE.PRA) in Q4 2016, closing a stake of 17,472 shares — an estimated $440K sold.

KCM Investment Advisors first reported a position in CUBE.PRA in Q4 2013 and held it in 12 quarters. The position peaked at $651K in Q4 2014. 0 funds tracked by Wall St. Rank hold CUBE.PRA as of Q4 2016.

  • KCM Investment Advisors reported no remaining CubeSmart position as of Q4 2016 after selling out during the quarter.
  • KCM Investment Advisors sold 17,472 CubeSmart shares in Q4 2016, an estimated $440K.
  • KCM Investment Advisors first reported a position in CubeSmart in Q4 2013 and held it in 12 quarters.
  • KCM Investment Advisors's CubeSmart position peaked at $651K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held CubeSmart as of Q4 2016.

Based on KCM Investment Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.