WAM
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Wealthspire Advisors (Maryland)’s CubeSmart CUBE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-133
Closed -$4K – 807
2019
Q1 		$4K Sell
133
-11
-8% -$334 ﹤0.01% 1887
2018
Q4 		$4K Buy
144
+81
+129% +$2.38K ﹤0.01% 1802
2018
Q3 		$2K Hold
63
– – ﹤0.01% 2138
2018
Q2 		$2K Sell
63
-315
-83% -$9.44K ﹤0.01% 2136
2018
Q1 		$11K Sell
378
-183
-33% -$4.99K ﹤0.01% 1519
2017
Q4 		$16K Buy
561
+226
+67% +$6.31K ﹤0.01% 1396
2017
Q3 		$9K Buy
335
+28
+9% +$693 ﹤0.01% 1605
2017
Q2 		$7K Buy
307
+302
+6,040% +$7.65K ﹤0.01% 1651
2017
Q1 		$0 Buy
+5
New +$131 ﹤0.01% 1934

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return