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Salem Investment Counselors’s CubeSmart CUBE Stock Holding History

Salem Investment Counselors’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
-5,700
Closed -$137K – 588
2017
Q2 		$137K Hold
5,700
– – 0.02% 223
2017
Q1 		$149K Buy
+5,700
New +$150K 0.02% 260

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Salem Investment Counselors's CUBE Position: Q3 2017 in Review

Salem Investment Counselors sold out of CubeSmart (CUBE) in Q3 2017, closing a stake of 5,700 shares — an estimated $137K sold.

Salem Investment Counselors first reported a position in CUBE in Q1 2017 and held it in 2 quarters. The position peaked at $149K in Q1 2017. 243 funds tracked by Wall St. Rank hold CUBE as of Q3 2017.

  • Salem Investment Counselors reported no remaining CubeSmart position as of Q3 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 5,700 CubeSmart shares in Q3 2017, an estimated $137K.
  • Salem Investment Counselors first reported a position in CubeSmart in Q1 2017 and held it in 2 quarters.
  • Salem Investment Counselors's CubeSmart position peaked at $149K in Q1 2017.
  • 243 funds tracked by Wall St. Rank held CubeSmart as of Q3 2017.

Based on Salem Investment Counselors's 13F filing for Q3 2017, filed 16 Nov 2017.