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Stratos Wealth Partners’s CubeSmart CUBE Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-164
Closed -$5K – 1142
2018
Q3 		$5K Buy
+164
New +$5.01K ﹤0.01% 2439
2018
Q2 		– Sell
-302
Closed -$9K – 1290
2018
Q1 		$9K Buy
302
+140
+86% +$3.82K ﹤0.01% 2360
2017
Q4 		$5K Buy
+162
New +$4.53K ﹤0.01% 2381

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's CUBE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of CubeSmart (CUBE) in Q4 2018, closing a stake of 164 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in CUBE in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 289 funds tracked by Wall St. Rank hold CUBE as of Q4 2018.

  • Stratos Wealth Partners reported no remaining CubeSmart position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 164 CubeSmart shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in CubeSmart in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's CubeSmart position peaked at $9K in Q1 2018.
  • 289 funds tracked by Wall St. Rank held CubeSmart as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.