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Evercore Wealth Management’s HubSpot HUBS Stock Holding History

Evercore Wealth Management’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
2016
Q1 		– Sell
-150
Closed -$8K – 972
2015
Q4 		$8K Buy
+150
New +$7.93K ﹤0.01% 875

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MVUM
Matrix VIII US Management Cambridge, Massachusetts $6.07M AUM 40.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's HUBS Position: Q1 2016 in Review

Evercore Wealth Management sold out of HubSpot (HUBS) in Q1 2016, closing a stake of 150 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in HUBS in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 131 funds tracked by Wall St. Rank hold HUBS as of Q1 2016.

  • Evercore Wealth Management reported no remaining HubSpot position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 150 HubSpot shares in Q1 2016, an estimated $8K.
  • Evercore Wealth Management first reported a position in HubSpot in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's HubSpot position peaked at $8K in Q4 2015.
  • 131 funds tracked by Wall St. Rank held HubSpot as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.