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Reilly Financial Advisors’s CubeSmart CUBE Stock Holding History

Reilly Financial 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
2021
Q3 		– Sell
-60
Closed -$3K – 942
2021
Q2 		$3K Hold
60
– – ﹤0.01% 853
2021
Q1 		$2K Hold
60
– – ﹤0.01% 907
2020
Q4 		$2K Buy
+60
New +$2.01K ﹤0.01% 787

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's CUBE Position: Q3 2021 in Review

Reilly Financial Advisors sold out of CubeSmart (CUBE) in Q3 2021, closing a stake of 60 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in CUBE in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 330 funds tracked by Wall St. Rank hold CUBE as of Q3 2021.

  • Reilly Financial Advisors reported no remaining CubeSmart position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 60 CubeSmart shares in Q3 2021, an estimated $3K.
  • Reilly Financial Advisors first reported a position in CubeSmart in Q4 2020 and held it in 3 quarters.
  • Reilly Financial Advisors's CubeSmart position peaked at $3K in Q2 2021.
  • 330 funds tracked by Wall St. Rank held CubeSmart as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.