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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 – 1709
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's CUBE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of CubeSmart (CUBE) in Q3 2020, closing a stake of 32 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CUBE in Q4 2017 and held it in 11 quarters. The position peaked at $3K in Q3 2019. 273 funds tracked by Wall St. Rank hold CUBE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining CubeSmart position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 32 CubeSmart shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in CubeSmart in Q4 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's CubeSmart position peaked at $3K in Q3 2019.
  • 273 funds tracked by Wall St. Rank held CubeSmart as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.