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CUBE icon

MOTCO’s CubeSmart CUBE Stock Holding History

MOTCO’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
Q3 		– Sell
-1,300
Closed -$31K – 569
2017
Q2 		$31K Buy
+1,300
New +$32.9K ﹤0.01% 378

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MOTCO's CUBE Position: Q3 2017 in Review

MOTCO sold out of CubeSmart (CUBE) in Q3 2017, closing a stake of 1,300 shares — an estimated $31K sold.

MOTCO first reported a position in CUBE in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 243 funds tracked by Wall St. Rank hold CUBE as of Q3 2017.

  • MOTCO reported no remaining CubeSmart position as of Q3 2017 after selling out during the quarter.
  • MOTCO sold 1,300 CubeSmart shares in Q3 2017, an estimated $31K.
  • MOTCO first reported a position in CubeSmart in Q2 2017 and held it in 1 quarter.
  • MOTCO's CubeSmart position peaked at $31K in Q2 2017.
  • 243 funds tracked by Wall St. Rank held CubeSmart as of Q3 2017.

Based on MOTCO's 13F filing for Q3 2017, filed 7 Nov 2017.