Psagot Value Holdings’s CubeSmart CUBE Stock Holding History

Psagot Value Holdings’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
2017 Q2	–	Sell	-3,000	Closed	-$78K	–	315
2017 Q1	$78K	Hold	3,000	–	–	﹤0.01%	258
2016 Q4	$80K	Sell	3,000 -1,000	-25%	-$25.6K	﹤0.01%	252
2016 Q3	$109K	Buy	+4,000	New	+$115K	﹤0.01%	236
2014 Q2	–	Sell	-4,569	Closed	-$78K	–	412
2014 Q1	$78K	Sell	4,569 -1,402	-23%	-$23.5K	﹤0.01%	342
2013 Q4	$95K	Sell	5,971 -3,210	-35%	-$55.1K	﹤0.01%	331
2013 Q3	$164K	Buy	+9,181	New	+$156K	0.01%	296

Other funds holding CUBE

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

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

CIMLRA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Psagot Value Holdings's CUBE Position: Q2 2017 in Review

Psagot Value Holdings sold out of CubeSmart (CUBE) in Q2 2017, closing a stake of 3,000 shares — an estimated $78K sold.

Psagot Value Holdings first reported a position in CUBE in Q3 2013 and held it in 6 quarters. The position peaked at $164K in Q3 2013. 248 funds tracked by Wall St. Rank hold CUBE as of Q2 2017.

Psagot Value Holdings reported no remaining CubeSmart position as of Q2 2017 after selling out during the quarter.
Psagot Value Holdings sold 3,000 CubeSmart shares in Q2 2017, an estimated $78K.
Psagot Value Holdings first reported a position in CubeSmart in Q3 2013 and held it in 6 quarters.
Psagot Value Holdings's CubeSmart position peaked at $164K in Q3 2013.
248 funds tracked by Wall St. Rank held CubeSmart as of Q2 2017.

Based on Psagot Value Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.