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SWM
SeaCrest Wealth Management’s
CubeSmart
CUBE
Stock Holding History
SeaCrest Wealth Management’s Portfolio
CUBE Stock Details
CUBE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-1,250
Closed
-$53K
–
814
2022
Q2
$53K
Buy
+1,250
New
+$57.5K
0.01%
1089
2019
Q2
–
Sell
-2,450
Closed
-$78K
–
793
2019
Q1
$78K
Hold
2,450
–
–
0.01%
786
2018
Q4
$70K
Hold
2,450
–
–
0.01%
787
2018
Q3
$70K
Hold
2,450
–
–
0.01%
880
2018
Q2
$79K
Hold
2,450
–
–
0.01%
814
2018
Q1
$69K
Hold
2,450
–
–
0.01%
831
2017
Q4
$71K
Buy
+2,450
New
+$68.4K
0.01%
833
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1-Year Est. Return
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1-Year Est. Return
BlackRock
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1-Year Est. Return
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18.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Norges Bank
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$935B AUM
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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