SBIA
CUBE icon

Sheaff Brock Investment Advisors’s CubeSmart CUBE Stock Holding History

Sheaff Brock Investment 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
2020
Q1 		– Sell
-18,839
Closed -$593K – 429
2019
Q4 		$593K Buy
18,839
+3,785
+25% +$122K 0.06% 223
2019
Q3 		$525K Buy
15,054
+2,256
+18% +$78.7K 0.06% 239
2019
Q2 		$428K Buy
12,798
+676
+6% +$22.2K 0.05% 270
2019
Q1 		$388K Buy
12,122
+1,055
+10% +$32.1K 0.05% 305
2018
Q4 		$318K Buy
+11,067
New +$325K 0.05% 309

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's CUBE Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of CubeSmart (CUBE) in Q1 2020, closing a stake of 18,839 shares — an estimated $593K sold.

Sheaff Brock Investment Advisors first reported a position in CUBE in Q4 2018 and held it in 5 quarters. The position peaked at $593K in Q4 2019. 276 funds tracked by Wall St. Rank hold CUBE as of Q1 2020.

  • Sheaff Brock Investment Advisors reported no remaining CubeSmart position as of Q1 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 18,839 CubeSmart shares in Q1 2020, an estimated $593K.
  • Sheaff Brock Investment Advisors first reported a position in CubeSmart in Q4 2018 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's CubeSmart position peaked at $593K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held CubeSmart as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.