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Paulson Wealth Management’s CubeSmart CUBE Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-141
Closed -$4K – 197
2017
Q4 		$4K Buy
+141
New +$3.94K ﹤0.01% 471

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paulson Wealth Management's CUBE Position: Q1 2018 in Review

Paulson Wealth Management sold out of CubeSmart (CUBE) in Q1 2018, closing a stake of 141 shares — an estimated $4K sold.

Paulson Wealth Management first reported a position in CUBE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 267 funds tracked by Wall St. Rank hold CUBE as of Q1 2018.

  • Paulson Wealth Management reported no remaining CubeSmart position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 141 CubeSmart shares in Q1 2018, an estimated $4K.
  • Paulson Wealth Management first reported a position in CubeSmart in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's CubeSmart position peaked at $4K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held CubeSmart as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.