AWE
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Avidian Wealth Enterprises’s HUB Group HUBG Stock Holding History

Avidian Wealth Enterprises’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
2016
Q3 		– Sell
-12,034
Closed -$231 – 87
2016
Q2 		$231 Sell
12,034
-12
-0.1% -$235 0.08% 62
2016
Q1 		$246K Buy
+12,046
New +$209K 0.13% 56

Other funds holding HUBG

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Avidian Wealth Enterprises's HUBG Position: Q3 2016 in Review

Avidian Wealth Enterprises sold out of HUB Group (HUBG) in Q3 2016, closing a stake of 12,034 shares — an estimated $231 sold.

Avidian Wealth Enterprises first reported a position in HUBG in Q1 2016 and held it in 2 quarters. The position peaked at $246K in Q1 2016. 182 funds tracked by Wall St. Rank hold HUBG as of Q3 2016.

  • Avidian Wealth Enterprises reported no remaining HUB Group position as of Q3 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,034 HUB Group shares in Q3 2016, an estimated $231.
  • Avidian Wealth Enterprises first reported a position in HUB Group in Q1 2016 and held it in 2 quarters.
  • Avidian Wealth Enterprises's HUB Group position peaked at $246K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held HUB Group as of Q3 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2016, filed 14 Nov 2016.