WIC
CUBE icon

Woodmont Investment Counsel’s CubeSmart CUBE Stock Holding History

Woodmont Investment Counsel’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
-133
Closed -$4K – 280
2016
Q3 		$4K Buy
+133
New +$3.81K ﹤0.01% 574

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Woodmont Investment Counsel's CUBE Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of CubeSmart (CUBE) in Q4 2016, closing a stake of 133 shares — an estimated $4K sold.

Woodmont Investment Counsel first reported a position in CUBE in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 253 funds tracked by Wall St. Rank hold CUBE as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining CubeSmart position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 133 CubeSmart shares in Q4 2016, an estimated $4K.
  • Woodmont Investment Counsel first reported a position in CubeSmart in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's CubeSmart position peaked at $4K in Q3 2016.
  • 253 funds tracked by Wall St. Rank held CubeSmart as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.