Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PMFA
Plante Moran Financial Advisors’s
CubeSmart
CUBE
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
CUBE Stock Details
CUBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-111
Closed
-$5K
–
939
2021
Q2
$5K
Hold
111
–
–
﹤0.01%
779
2021
Q1
$4K
Hold
111
–
–
﹤0.01%
801
2020
Q4
$4K
Buy
+111
New
+$3.71K
﹤0.01%
713
2019
Q4
–
Sell
-78
Closed
-$3K
–
777
2019
Q3
$3K
Buy
+78
New
+$2.72K
﹤0.01%
734
2018
Q4
–
Sell
-77
Closed
-$2K
–
899
2018
Q3
$2K
Buy
+77
New
+$2.35K
﹤0.01%
685
2016
Q1
–
Sell
-315
Closed
-$10K
–
882
2015
Q4
$10K
Buy
+315
New
+$9.04K
0.01%
574
2014
Q3
–
Sell
-159
Closed
-$3K
–
796
2014
Q2
$3K
Hold
159
–
–
﹤0.01%
718
2014
Q1
$3K
Hold
159
–
–
﹤0.01%
521
2013
Q4
$3K
Hold
159
–
–
﹤0.01%
584
2013
Q3
$3K
Hold
159
–
–
﹤0.01%
514
2013
Q2
$3K
Buy
+159
New
+$2.6K
﹤0.01%
496
Other funds holding CUBE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
PI
PGGM Investments
Zeist, Netherlands
$5.7B AUM
17.05%
1-Year Est. Return
RC
Resolution Capital
Sydney, NSW, Australia
$4.76B AUM
10.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close