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Financial Architects (New Jersey)’s HUB Group HUBG Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-400
Closed -$10K – 1478
2017
Q4 		$10K Buy
+400
New +$8.8K ﹤0.01% 1155

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Architects (New Jersey)'s HUBG Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of HUB Group (HUBG) in Q1 2018, closing a stake of 400 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in HUBG in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 184 funds tracked by Wall St. Rank hold HUBG as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining HUB Group position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 400 HUB Group shares in Q1 2018, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in HUB Group in Q4 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s HUB Group position peaked at $10K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held HUB Group as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.