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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CUBE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CubeSmart (CUBE) in Q2 2019, closing a stake of 133 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in CUBE in Q1 2017 and held it in 9 quarters. The position peaked at $16K in Q4 2017. 262 funds tracked by Wall St. Rank hold CUBE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CubeSmart position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 133 CubeSmart shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in CubeSmart in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s CubeSmart position peaked at $16K in Q4 2017.
262 funds tracked by Wall St. Rank held CubeSmart as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.