FineMark National Bank & Trust’s HubSpot HUBS Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-200	Closed	-$9K	–	651
2016 Q4	$9K	Hold	200	–	–	﹤0.01%	977
2016 Q3	$12K	Hold	200	–	–	﹤0.01%	905
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	970
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	924
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	917
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	991
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	1001
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	1037
2014 Q4	$7K	Buy	+200	New	+$6.75K	﹤0.01%	1083

Other funds holding HUBS

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

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

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

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

GGHC

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

FineMark National Bank & Trust's HUBS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of HubSpot (HUBS) in Q1 2017, closing a stake of 200 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in HUBS in Q4 2014 and held it in 9 quarters. The position peaked at $12K in Q3 2016. 166 funds tracked by Wall St. Rank hold HUBS as of Q1 2017.

FineMark National Bank & Trust reported no remaining HubSpot position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 200 HubSpot shares in Q1 2017, an estimated $9K.
FineMark National Bank & Trust first reported a position in HubSpot in Q4 2014 and held it in 9 quarters.
FineMark National Bank & Trust's HubSpot position peaked at $12K in Q3 2016.
166 funds tracked by Wall St. Rank held HubSpot as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.