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Osborn Williams & Donohoe’s CubeSmart CUBE Stock Holding History

Osborn Williams & Donohoe’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
-200
Closed -$6K – 391
2019
Q1 		$6K Buy
+200
New +$6.08K ﹤0.01% 664

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
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

Osborn Williams & Donohoe's CUBE Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of CubeSmart (CUBE) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

Osborn Williams & Donohoe first reported a position in CUBE in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 262 funds tracked by Wall St. Rank hold CUBE as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining CubeSmart position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 200 CubeSmart shares in Q2 2019, an estimated $6K.
  • Osborn Williams & Donohoe first reported a position in CubeSmart in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's CubeSmart position peaked at $6K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held CubeSmart as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.