SWA
CUBE icon

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 $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Sutton Wealth Advisors's CUBE Position: Q3 2018 in Review

Sutton Wealth Advisors sold out of CubeSmart (CUBE) in Q3 2018, closing a stake of 812 shares — an estimated $26.2K sold.

Sutton Wealth Advisors first reported a position in CUBE in Q2 2016 and held it in 5 quarters. The position peaked at $57.9K in Q4 2016. 280 funds tracked by Wall St. Rank hold CUBE as of Q3 2018.

  • Sutton Wealth Advisors reported no remaining CubeSmart position as of Q3 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 812 CubeSmart shares in Q3 2018, an estimated $26.2K.
  • Sutton Wealth Advisors first reported a position in CubeSmart in Q2 2016 and held it in 5 quarters.
  • Sutton Wealth Advisors's CubeSmart position peaked at $57.9K in Q4 2016.
  • 280 funds tracked by Wall St. Rank held CubeSmart as of Q3 2018.

Based on Sutton Wealth Advisors's 13F filing for Q3 2018, filed 6 Nov 2023.