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Baltimore-Washington Financial Advisors’s HubSpot HUBS Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$34K – 313
2014
Q4 		$34K Buy
+1,000
New +$33.7K 0.01% 146

Other funds holding HUBS

MVUM
Matrix VIII US Management Cambridge, Massachusetts $6.07M AUM 40.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Scale Management Foster City, California $359M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HUBS Position: Q1 2015 in Review

Baltimore-Washington Financial Advisors sold out of HubSpot (HUBS) in Q1 2015, closing a stake of 1,000 shares — an estimated $34K sold.

Baltimore-Washington Financial Advisors first reported a position in HUBS in Q4 2014 and held it in 1 quarter. The position peaked at $34K in Q4 2014. 74 funds tracked by Wall St. Rank hold HUBS as of Q1 2015.

  • Baltimore-Washington Financial Advisors reported no remaining HubSpot position as of Q1 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,000 HubSpot shares in Q1 2015, an estimated $34K.
  • Baltimore-Washington Financial Advisors first reported a position in HubSpot in Q4 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's HubSpot position peaked at $34K in Q4 2014.
  • 74 funds tracked by Wall St. Rank held HubSpot as of Q1 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2015, filed 8 Apr 2015.