Wealthcare Advisory Partners’s Cubic Corporation CUB Stock Holding History

Wealthcare Advisory Partners’s Portfolio CUB Stock Details CUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25	Closed	-$1K	–	1505
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1463
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	1298
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1258
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	1221
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1195
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	1182
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1148
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	1150
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	987
2017 Q4	$1K	Buy	+25	New	+$1.41K	﹤0.01%	1050

Other funds holding CUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's CUB Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Cubic Corporation (CUB) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in CUB in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 185 funds tracked by Wall St. Rank hold CUB as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Cubic Corporation position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 25 Cubic Corporation shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Cubic Corporation in Q4 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's Cubic Corporation position peaked at $2K in Q4 2019.
185 funds tracked by Wall St. Rank held Cubic Corporation as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.