Pinnacle Summer Investments’s CubeSmart CUBE Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$2K	Hold	63	–	–	﹤0.01%	692
2015 Q3	$2K	Hold	63	–	–	﹤0.01%	908
2015 Q2	$1K	Hold	63	–	–	﹤0.01%	702
2015 Q1	$2K	Hold	63	–	–	﹤0.01%	932
2014 Q4	$2K	Hold	63	–	–	﹤0.01%	951
2014 Q3	$1K	Hold	63	–	–	﹤0.01%	1017
2014 Q2	$1K	Hold	63	–	–	﹤0.01%	956
2014 Q1	$1K	Hold	63	–	–	﹤0.01%	921
2013 Q4	$1K	Hold	63	–	–	﹤0.01%	914
2013 Q3	$1K	Buy	+63	New	+$1.07K	﹤0.01%	890

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Summer Investments's CUBE Position: Q4 2015 in Review

Pinnacle Summer Investments held its CubeSmart (CUBE) position steady in Q4 2015 at 63 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Pinnacle Summer Investments first reported a position in CUBE in Q3 2013 and has held it in 10 quarters since. 222 funds tracked by Wall St. Rank hold CUBE as of Q4 2015.

Pinnacle Summer Investments held 63 shares of CubeSmart worth $2K as of Q4 2015.
Pinnacle Summer Investments left its CubeSmart share count unchanged in Q4 2015.
CubeSmart made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #692 holding.
Pinnacle Summer Investments first reported a position in CubeSmart in Q3 2013 and has held it in 10 quarters since.
222 funds tracked by Wall St. Rank held CubeSmart as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.