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SevenBridge Financial Group’s CubeSmart CUBE Stock Holding History

SevenBridge Financial Group’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
2018
Q1 		– Sell
-2,274
Closed -$66K – 610
2017
Q4 		$66K Buy
2,274
+22
+1% +$615 0.04% 221
2017
Q3 		$58K Buy
2,252
+24
+1% +$594 0.03% 232
2017
Q2 		$54K Buy
2,228
+20
+0.9% +$507 0.03% 249
2017
Q1 		$59K Buy
2,208
+2,108
+2,108% +$55.4K 0.04% 228
2016
Q4 		$3K Hold
100
– – ﹤0.01% 562
2016
Q3 		$3K Buy
+100
New +$2.87K ﹤0.01% 547

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SevenBridge Financial Group's CUBE Position: Q1 2018 in Review

SevenBridge Financial Group sold out of CubeSmart (CUBE) in Q1 2018, closing a stake of 2,274 shares — an estimated $66K sold.

SevenBridge Financial Group first reported a position in CUBE in Q3 2016 and held it in 6 quarters. The position peaked at $66K in Q4 2017. 267 funds tracked by Wall St. Rank hold CUBE as of Q1 2018.

  • SevenBridge Financial Group reported no remaining CubeSmart position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,274 CubeSmart shares in Q1 2018, an estimated $66K.
  • SevenBridge Financial Group first reported a position in CubeSmart in Q3 2016 and held it in 6 quarters.
  • SevenBridge Financial Group's CubeSmart position peaked at $66K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held CubeSmart as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.