WFG Advisors’s CubeSmart CUBE Stock Holding History

WFG 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
2016 Q4	–	Sell	-162	Closed	-$4K	–	1581
2016 Q3	$4K	Buy	162 +1	+0.6%	+$29	﹤0.01%	1299
2016 Q2	$5K	Buy	161 +1	+0.6%	+$31	﹤0.01%	1234
2016 Q1	$5K	Buy	160 +2	+1%	+$61	﹤0.01%	1186
2015 Q4	$5K	Hold	158	–	–	﹤0.01%	1217
2015 Q3	$4K	Buy	158 +1	+0.6%	+$26	﹤0.01%	1294
2015 Q2	$4K	Buy	157 +2	+1%	+$47	﹤0.01%	1378
2015 Q1	$4K	Buy	155 +1	+0.6%	+$24	﹤0.01%	1410
2014 Q4	$3K	Buy	154 +1	+0.7%	+$21	﹤0.01%	1756
2014 Q3	$3K	Buy	153 +1	+0.7%	+$18	﹤0.01%	1776
2014 Q2	$3K	Buy	152 +1	+0.7%	+$18	﹤0.01%	1747
2014 Q1	$3K	Buy	151 +1	+0.7%	+$17	﹤0.01%	1724
2013 Q4	$2K	Buy	+150	New	+$2.57K	﹤0.01%	1950

Other funds holding CUBE

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

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

WFG Advisors's CUBE Position: Q4 2016 in Review

WFG Advisors sold out of CubeSmart (CUBE) in Q4 2016, closing a stake of 162 shares — an estimated $4K sold.

WFG Advisors first reported a position in CUBE in Q4 2013 and held it in 12 quarters. The position peaked at $5K in Q2 2016. 253 funds tracked by Wall St. Rank hold CUBE as of Q4 2016.

WFG Advisors reported no remaining CubeSmart position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 162 CubeSmart shares in Q4 2016, an estimated $4K.
WFG Advisors first reported a position in CubeSmart in Q4 2013 and held it in 12 quarters.
WFG Advisors's CubeSmart position peaked at $5K in Q2 2016.
253 funds tracked by Wall St. Rank held CubeSmart as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.