ZIM
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Zacks Investment Management’s CubeSmart CUBE Stock Holding History

Zacks Investment 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
2017
Q1 		– Sell
-32,395
Closed -$867K – 650
2016
Q4 		$867K Sell
32,395
-1,909
-6% -$48.9K 0.02% 353
2016
Q3 		$935K Sell
34,304
-11,308
-25% -$324K 0.03% 343
2016
Q2 		$1.41M Sell
45,612
-1,719
-4% -$53.6K 0.04% 270
2016
Q1 		$1.58M Buy
+47,331
New +$1.45M 0.05% 248
2015
Q2 		– Sell
-9,945
Closed -$240K – 643
2015
Q1 		$240K Buy
+9,945
New +$239K 0.01% 563

Other funds holding CUBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zacks Investment Management's CUBE Position: Q1 2017 in Review

Zacks Investment Management sold out of CubeSmart (CUBE) in Q1 2017, closing a stake of 32,395 shares — an estimated $867K sold.

Zacks Investment Management first reported a position in CUBE in Q1 2015 and held it in 5 quarters. The position peaked at $1.58M in Q1 2016. 240 funds tracked by Wall St. Rank hold CUBE as of Q1 2017.

  • Zacks Investment Management reported no remaining CubeSmart position as of Q1 2017 after selling out during the quarter.
  • Zacks Investment Management sold 32,395 CubeSmart shares in Q1 2017, an estimated $867K.
  • Zacks Investment Management first reported a position in CubeSmart in Q1 2015 and held it in 5 quarters.
  • Zacks Investment Management's CubeSmart position peaked at $1.58M in Q1 2016.
  • 240 funds tracked by Wall St. Rank held CubeSmart as of Q1 2017.

Based on Zacks Investment Management's 13F filing for Q1 2017, filed 15 May 2017.