Simon Quick Advisors’s CubeSmart CUBE Stock Holding History

Simon Quick 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
2019 Q4	–	Sell	-110	Closed	-$4K	–	661
2019 Q3	$4K	Buy	+110	New	+$3.84K	﹤0.01%	316

Other funds holding CUBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Simon Quick Advisors's CUBE Position: Q4 2019 in Review

Simon Quick Advisors sold out of CubeSmart (CUBE) in Q4 2019, closing a stake of 110 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in CUBE in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 298 funds tracked by Wall St. Rank hold CUBE as of Q4 2019.

Simon Quick Advisors reported no remaining CubeSmart position as of Q4 2019 after selling out during the quarter.
Simon Quick Advisors sold 110 CubeSmart shares in Q4 2019, an estimated $4K.
Simon Quick Advisors first reported a position in CubeSmart in Q3 2019 and held it in 1 quarter.
Simon Quick Advisors's CubeSmart position peaked at $4K in Q3 2019.
298 funds tracked by Wall St. Rank held CubeSmart as of Q4 2019.

Based on Simon Quick Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.