VFA
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Valeo Financial Advisors’s CubeSmart CUBE Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-32
Closed -$1K – 1712
2020
Q2 		$1K Hold
32
– – ﹤0.01% 1860
2020
Q1 		$1K Hold
32
– – ﹤0.01% 1641
2019
Q4 		$1K Sell
32
-52
-62% -$1.67K ﹤0.01% 1527
2019
Q3 		$3K Hold
84
– – ﹤0.01% 1312
2019
Q2 		$3K Hold
84
– – ﹤0.01% 1324
2019
Q1 		$3K Hold
84
– – ﹤0.01% 1278
2018
Q4 		$2K Sell
84
-31
-27% -$910 ﹤0.01% 1266
2018
Q3 		$3K Hold
115
– – ﹤0.01% 1334
2018
Q2 		$3K Buy
115
+84
+271% +$2.52K ﹤0.01% 1246
2018
Q1 		$1K Hold
31
– – ﹤0.01% 1415
2017
Q4 		$1K Buy
+31
New +$866 ﹤0.01% 1262

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return