SWA
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Sutton Wealth Advisors’s CubeSmart CUBE Stock Holding History

Sutton Wealth 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
2018
Q3 		– Sell
-812
Closed -$26.2K – 1137
2018
Q2 		$26.2K Hold
812
– – 0.02% 497
2018
Q1 		$22.9K Buy
+812
New +$22.1K 0.02% 519
2017
Q2 		– Sell
-2,163
Closed -$56.2K – 1084
2017
Q1 		$56.2K Hold
2,163
– – 0.05% 246
2016
Q4 		$57.9K Buy
+2,163
New +$55.4K 0.05% 242
2016
Q3 		– Sell
-887
Closed -$27.4K – 1049
2016
Q2 		$27.4K Buy
+887
New +$27.7K 0.03% 357

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return