Proficio Capital Partners’s CubeSmart CUBE Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-28	Closed	-$1K	–	465
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	1707
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	1495
2018 Q4	$1K	Hold	28	–	–	﹤0.01%	1094
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	1142
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	1181
2018 Q1	$1K	Buy	+28	New	+$763	﹤0.01%	1183
2017 Q2	–	Sell	-143	Closed	-$3.62K	–	1279
2017 Q1	$4K	Buy	143 +12	+9%	+$315	﹤0.01%	1021
2016 Q4	$4K	Buy	+131	New	+$3.35K	﹤0.01%	780

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Proficio Capital Partners's CUBE Position: Q3 2019 in Review

Proficio Capital Partners sold out of CubeSmart (CUBE) in Q3 2019, closing a stake of 28 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in CUBE in Q4 2016 and held it in 8 quarters. The position peaked at $4K in Q1 2017. 293 funds tracked by Wall St. Rank hold CUBE as of Q3 2019.

Proficio Capital Partners reported no remaining CubeSmart position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 28 CubeSmart shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in CubeSmart in Q4 2016 and held it in 8 quarters.
Proficio Capital Partners's CubeSmart position peaked at $4K in Q1 2017.
293 funds tracked by Wall St. Rank held CubeSmart as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.