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Wealthcare Capital Management’s CubeSmart CUBE Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-44
Closed -$1K – 491
2015
Q1 		$1K Buy
+44
New +$1.06K ﹤0.01% 853

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Goldman Sachs
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CIMLRA
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Wealthcare Capital Management's CUBE Position: Q2 2015 in Review

Wealthcare Capital Management sold out of CubeSmart (CUBE) in Q2 2015, closing a stake of 44 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CUBE in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 191 funds tracked by Wall St. Rank hold CUBE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining CubeSmart position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 44 CubeSmart shares in Q2 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in CubeSmart in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's CubeSmart position peaked at $1K in Q1 2015.
  • 191 funds tracked by Wall St. Rank held CubeSmart as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.