Luther King Capital Management (LKCM)
CUBE icon

Luther King Capital Management (LKCM)’s CubeSmart CUBE Stock Holding History

Luther King Capital Management (LKCM)’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
2016
Q4 		– Sell
-123,960
Closed -$3.38M – 505
2016
Q3 		$3.38M Sell
123,960
-323,730
-72% -$9.28M 0.03% 254
2016
Q2 		$13.8M Sell
447,690
-110,675
-20% -$3.45M 0.14% 143
2016
Q1 		$18.6M Sell
558,365
-318,060
-36% -$9.77M 0.18% 116
2015
Q4 		$26.8M Buy
876,425
+159,190
+22% +$4.57M 0.25% 97
2015
Q3 		$19.5M Buy
+717,235
New +$18.3M 0.19% 136

Other funds holding CUBE

Vanguard Group
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LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CUBE Position: Q4 2016 in Review

Luther King Capital Management (LKCM) sold out of CubeSmart (CUBE) in Q4 2016, closing a stake of 123,960 shares — an estimated $3.38M sold.

Luther King Capital Management (LKCM) first reported a position in CUBE in Q3 2015 and held it in 5 quarters. The position peaked at $26.8M in Q4 2015. 253 funds tracked by Wall St. Rank hold CUBE as of Q4 2016.

  • Luther King Capital Management (LKCM) reported no remaining CubeSmart position as of Q4 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 123,960 CubeSmart shares in Q4 2016, an estimated $3.38M.
  • Luther King Capital Management (LKCM) first reported a position in CubeSmart in Q3 2015 and held it in 5 quarters.
  • Luther King Capital Management (LKCM)'s CubeSmart position peaked at $26.8M in Q4 2015.
  • 253 funds tracked by Wall St. Rank held CubeSmart as of Q4 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2016, filed 10 Feb 2017.