Sowell Financial Services’s CubeSmart CUBE Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-168	Closed	-$5K	–	2488
2020 Q1	$5K	Buy	+168	New	+$5.04K	﹤0.01%	1808

Other funds holding CUBE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's CUBE Position: Q2 2020 in Review

Sowell Financial Services sold out of CubeSmart (CUBE) in Q2 2020, closing a stake of 168 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in CUBE in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 280 funds tracked by Wall St. Rank hold CUBE as of Q2 2020.

Sowell Financial Services reported no remaining CubeSmart position as of Q2 2020 after selling out during the quarter.
Sowell Financial Services sold 168 CubeSmart shares in Q2 2020, an estimated $5K.
Sowell Financial Services first reported a position in CubeSmart in Q1 2020 and held it in 1 quarter.
Sowell Financial Services's CubeSmart position peaked at $5K in Q1 2020.
280 funds tracked by Wall St. Rank held CubeSmart as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.