First Allied Advisory Services’s HubSpot HUBS Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-4,830	Closed	-$731K	–	1117
2018 Q3	$731K	Sell	4,830 -4,684	-49%	-$644K	0.03%	575
2018 Q2	$1.19M	Sell	9,514 -17,211	-64%	-$2.04M	0.05%	413
2018 Q1	$2.89M	Buy	26,725 +3,118	+13%	+$325K	0.11%	207
2017 Q4	$2.09M	Sell	23,607 -8,043	-25%	-$675K	0.08%	260
2017 Q3	$2.66M	Buy	+31,650	New	+$2.27M	0.11%	201

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

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

First Allied Advisory Services's HUBS Position: Q4 2018 in Review

First Allied Advisory Services sold out of HubSpot (HUBS) in Q4 2018, closing a stake of 4,830 shares — an estimated $731K sold.

First Allied Advisory Services first reported a position in HUBS in Q3 2017 and held it in 5 quarters. The position peaked at $2.89M in Q1 2018. 250 funds tracked by Wall St. Rank hold HUBS as of Q4 2018.

First Allied Advisory Services reported no remaining HubSpot position as of Q4 2018 after selling out during the quarter.
First Allied Advisory Services sold 4,830 HubSpot shares in Q4 2018, an estimated $731K.
First Allied Advisory Services first reported a position in HubSpot in Q3 2017 and held it in 5 quarters.
First Allied Advisory Services's HubSpot position peaked at $2.89M in Q1 2018.
250 funds tracked by Wall St. Rank held HubSpot as of Q4 2018.

Based on First Allied Advisory Services's 13F filing for Q4 2018, filed 15 Feb 2019.