Kore Private Wealth’s CubeSmart CUBE Stock Holding History

Kore Private Wealth’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	-40	Closed	-$1K	–	357
2019 Q1	$1K	Buy	+40	New	+$1.22K	﹤0.01%	875

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

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 $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

CIMLRA

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

Kore Private Wealth's CUBE Position: Q2 2019 in Review

Kore Private Wealth sold out of CubeSmart (CUBE) in Q2 2019, closing a stake of 40 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in CUBE in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 262 funds tracked by Wall St. Rank hold CUBE as of Q2 2019.

Kore Private Wealth reported no remaining CubeSmart position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 40 CubeSmart shares in Q2 2019, an estimated $1K.
Kore Private Wealth first reported a position in CubeSmart in Q1 2019 and held it in 1 quarter.
Kore Private Wealth's CubeSmart position peaked at $1K in Q1 2019.
262 funds tracked by Wall St. Rank held CubeSmart as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.