RA
CUBE icon

Rational Advisors’s CubeSmart CUBE Stock Holding History

Rational Advisors’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
2013
Q4 		$18K Sell
1,100
-100
-8% -$1.72K ﹤0.01% 745
2013
Q3 		$21K Hold
1,200
– – ﹤0.01% 754
2013
Q2 		$19K Buy
+1,200
New +$19.6K ﹤0.01% 759

Other funds holding CUBE

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rational Advisors's CUBE Position: Q4 2013 in Review

Rational Advisors reduced its CubeSmart (CUBE) stake by 8.3% in Q4 2013, selling an estimated $1.72K and leaving 1,100 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Rational Advisors first reported a position in CUBE in Q2 2013 and has held it in 3 quarters since. The position peaked at $21K in Q3 2013. 185 funds tracked by Wall St. Rank hold CUBE as of Q4 2013.

  • Rational Advisors held 1,100 shares of CubeSmart worth $18K as of Q4 2013.
  • Rational Advisors sold 100 CubeSmart shares in Q4 2013, an estimated $1.72K.
  • CubeSmart made up ﹤0.01% of Rational Advisors's portfolio in Q4 2013, its #745 holding.
  • Rational Advisors first reported a position in CubeSmart in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's CubeSmart position peaked at $21K in Q3 2013.
  • 185 funds tracked by Wall St. Rank held CubeSmart as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.