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Independent Portfolio Consultants’s HubSpot HUBS Stock Holding History

Independent Portfolio Consultants’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
Q2 		$191K Buy
2,903
+1,823
+169% +$123K 0.08% 297
2017
Q1 		$65K Buy
+1,080
New +$61.2K 0.02% 526

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Independent Portfolio Consultants's HUBS Position: Q2 2017 in Review

Independent Portfolio Consultants increased its HubSpot (HUBS) stake by 169% in Q2 2017, buying an estimated $123K and bringing the position to 2,903 shares worth $191K. The position accounts for 0.08% of the portfolio, ranked #297.

Independent Portfolio Consultants first reported a position in HUBS in Q1 2017 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold HUBS as of Q2 2017.

  • Independent Portfolio Consultants held 2,903 shares of HubSpot worth $191K as of Q2 2017.
  • Independent Portfolio Consultants bought 1,823 HubSpot shares in Q2 2017, an estimated $123K.
  • HubSpot made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #297 holding.
  • Independent Portfolio Consultants first reported a position in HubSpot in Q1 2017 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held HubSpot as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.