KI
CUBE icon

Koch Industries’s CubeSmart CUBE Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-11,891
Closed -$335K – 164
2018
Q1 		$335K Buy
+11,891
New +$324K 0.03% 588
2017
Q3 		– Sell
-15,230
Closed -$366K – 484
2017
Q2 		$366K Buy
+15,230
New +$386K 0.1% 206

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Koch Industries's CUBE Position: Q2 2018 in Review

Koch Industries sold out of CubeSmart (CUBE) in Q2 2018, closing a stake of 11,891 shares — an estimated $335K sold.

Koch Industries first reported a position in CUBE in Q2 2017 and held it in 2 quarters. The position peaked at $366K in Q2 2017. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2018.

  • Koch Industries reported no remaining CubeSmart position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 11,891 CubeSmart shares in Q2 2018, an estimated $335K.
  • Koch Industries first reported a position in CubeSmart in Q2 2017 and held it in 2 quarters.
  • Koch Industries's CubeSmart position peaked at $366K in Q2 2017.
  • 280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.