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Advisory Research’s HUB Group HUBG Stock Holding History

Advisory Research’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-67,800
Closed -$1.37M – 305
2015
Q2 		$1.37M Buy
+67,800
New +$1.39M 0.02% 208

Other funds holding HUBG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's HUBG Position: Q3 2015 in Review

Advisory Research sold out of HUB Group (HUBG) in Q3 2015, closing a stake of 67,800 shares — an estimated $1.37M sold.

Advisory Research first reported a position in HUBG in Q2 2015 and held it in 1 quarter. The position peaked at $1.37M in Q2 2015. 148 funds tracked by Wall St. Rank hold HUBG as of Q3 2015.

  • Advisory Research reported no remaining HUB Group position as of Q3 2015 after selling out during the quarter.
  • Advisory Research sold 67,800 HUB Group shares in Q3 2015, an estimated $1.37M.
  • Advisory Research first reported a position in HUB Group in Q2 2015 and held it in 1 quarter.
  • Advisory Research's HUB Group position peaked at $1.37M in Q2 2015.
  • 148 funds tracked by Wall St. Rank held HUB Group as of Q3 2015.

Based on Advisory Research's 13F filing for Q3 2015, filed 13 Nov 2015.