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Integrated Wealth Management (Palm Desert)’s Hubbell HUBB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio HUBB Stock Details HUBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-14
Closed -$2K – 583
2016
Q3 		$2K Hold
14
– – ﹤0.01% 1067
2016
Q2 		$1K Hold
14
– – ﹤0.01% 1177
2016
Q1 		$1K Hold
14
– – ﹤0.01% 1100
2015
Q4 		$1K Buy
+14
New +$1.43K ﹤0.01% 1193

Other funds holding HUBB

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HUBB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Hubbell (HUBB) in Q4 2016, closing a stake of 14 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HUBB in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 329 funds tracked by Wall St. Rank hold HUBB as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Hubbell position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 14 Hubbell shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Hubbell in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Hubbell position peaked at $2K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held Hubbell as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.