Linscomb Wealth’s CubeSmart CUBE Stock Holding History

Linscomb 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
2020 Q2	–	Sell	-26,249	Closed	-$703K	–	317
2020 Q1	$703K	Sell	26,249 -8,615	-25%	-$259K	0.06%	189
2019 Q4	$1.1M	Buy	+34,864	New	+$1.12M	0.07%	197

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Linscomb Wealth's CUBE Position: Q2 2020 in Review

Linscomb Wealth sold out of CubeSmart (CUBE) in Q2 2020, closing a stake of 26,249 shares — an estimated $703K sold.

Linscomb Wealth first reported a position in CUBE in Q4 2019 and held it in 2 quarters. The position peaked at $1.1M in Q4 2019. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2020.

Linscomb Wealth reported no remaining CubeSmart position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 26,249 CubeSmart shares in Q2 2020, an estimated $703K.
Linscomb Wealth first reported a position in CubeSmart in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's CubeSmart position peaked at $1.1M in Q4 2019.
280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.