Raffa Wealth Management’s CubeSmart CUBE Stock Holding History

Raffa 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
2017 Q3	–	Sell	-35	Closed	-$841	–	298
2017 Q2	$841	Hold	35	–	–	﹤0.01%	371
2017 Q1	$909	Hold	35	–	–	﹤0.01%	337
2016 Q4	$937	Sell	35 -1	-3%	-$26	﹤0.01%	453
2016 Q3	$981	Hold	36	–	–	﹤0.01%	427
2016 Q2	$1.11K	Hold	36	–	–	﹤0.01%	363
2016 Q1	$1.2K	Hold	36	–	–	﹤0.01%	354
2015 Q4	$1.1K	Buy	+36	New	+$1.03K	﹤0.01%	366

Other funds holding CUBE

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

Cohen & Steers New York $63.2B AUM 17.15% 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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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

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

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

Raffa Wealth Management's CUBE Position: Q3 2017 in Review

Raffa Wealth Management sold out of CubeSmart (CUBE) in Q3 2017, closing a stake of 35 shares — an estimated $841 sold.

Raffa Wealth Management first reported a position in CUBE in Q4 2015 and held it in 7 quarters. The position peaked at $1.2K in Q1 2016. 243 funds tracked by Wall St. Rank hold CUBE as of Q3 2017.

Raffa Wealth Management reported no remaining CubeSmart position as of Q3 2017 after selling out during the quarter.
Raffa Wealth Management sold 35 CubeSmart shares in Q3 2017, an estimated $841.
Raffa Wealth Management first reported a position in CubeSmart in Q4 2015 and held it in 7 quarters.
Raffa Wealth Management's CubeSmart position peaked at $1.2K in Q1 2016.
243 funds tracked by Wall St. Rank held CubeSmart as of Q3 2017.

Based on Raffa Wealth Management's 13F filing for Q3 2017, filed 27 Jul 2026.