BKS Advisors’s HubSpot HUBS Stock Holding History

BKS 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
2018 Q2	–	Sell	-3,500	Closed	-$379K	–	236
2018 Q1	$379K	Buy	+3,500	New	+$365K	0.14%	143

Other funds holding HUBS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BKS Advisors's HUBS Position: Q2 2018 in Review

BKS Advisors sold out of HubSpot (HUBS) in Q2 2018, closing a stake of 3,500 shares — an estimated $379K sold.

BKS Advisors first reported a position in HUBS in Q1 2018 and held it in 1 quarter. The position peaked at $379K in Q1 2018. 238 funds tracked by Wall St. Rank hold HUBS as of Q2 2018.

BKS Advisors reported no remaining HubSpot position as of Q2 2018 after selling out during the quarter.
BKS Advisors sold 3,500 HubSpot shares in Q2 2018, an estimated $379K.
BKS Advisors first reported a position in HubSpot in Q1 2018 and held it in 1 quarter.
BKS Advisors's HubSpot position peaked at $379K in Q1 2018.
238 funds tracked by Wall St. Rank held HubSpot as of Q2 2018.

Based on BKS Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.