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Gary Goldberg Planning Services’s HUB Group HUBG Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-3,790
Closed -$77K – 470
2014
Q3 		$77K Sell
3,790
-90
-2% -$2.05K 0.03% 176
2014
Q2 		$98K Sell
3,880
-600
-13% -$13.7K 0.04% 160
2014
Q1 		$90K Buy
4,480
+1,440
+47% +$29.1K 0.04% 162
2013
Q4 		$61K Buy
3,040
+310
+11% +$5.8K 0.04% 185
2013
Q3 		$54K Buy
2,730
+330
+14% +$6.27K 0.03% 189
2013
Q2 		$44K Buy
+2,400
New +$44.5K 0.03% 197

Other funds holding HUBG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's HUBG Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of HUB Group (HUBG) in Q4 2014, closing a stake of 3,790 shares — an estimated $77K sold.

Gary Goldberg Planning Services first reported a position in HUBG in Q2 2013 and held it in 6 quarters. The position peaked at $98K in Q2 2014. 158 funds tracked by Wall St. Rank hold HUBG as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining HUB Group position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3,790 HUB Group shares in Q4 2014, an estimated $77K.
  • Gary Goldberg Planning Services first reported a position in HUB Group in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's HUB Group position peaked at $98K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held HUB Group as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.