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Legacy Wealth Management (Tennessee)’s CubeSmart CUBE Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-258
Closed -$6.91K – 19
2016
Q4 		$6.91K Buy
+258
New +$6.61K ﹤0.01% 51

Other funds holding CUBE

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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s CUBE Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of CubeSmart (CUBE) in Q1 2017, closing a stake of 258 shares — an estimated $6.91K sold.

Legacy Wealth Management (Tennessee) first reported a position in CUBE in Q4 2016 and held it in 1 quarter. The position peaked at $6.91K in Q4 2016. 240 funds tracked by Wall St. Rank hold CUBE as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining CubeSmart position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 258 CubeSmart shares in Q1 2017, an estimated $6.91K.
  • Legacy Wealth Management (Tennessee) first reported a position in CubeSmart in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s CubeSmart position peaked at $6.91K in Q4 2016.
  • 240 funds tracked by Wall St. Rank held CubeSmart as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.