Israel Discount Bank of New York’s HubSpot HUBS Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-300	Closed	-$50K	–	206
2019 Q1	$50K	Hold	300	–	–	0.03%	201
2018 Q4	$38K	Sell	300 -75	-20%	-$9.83K	0.03%	245
2018 Q3	$57K	Sell	375 -430	-53%	-$59.1K	0.04%	176
2018 Q2	$101K	Hold	805	–	–	0.07%	125
2018 Q1	$87K	Hold	805	–	–	0.06%	148
2017 Q4	$71K	Hold	805	–	–	0.05%	192
2017 Q3	$68K	Hold	805	–	–	0.05%	204
2017 Q2	$53K	Sell	805 -20	-2%	-$1.35K	0.04%	244
2017 Q1	$50K	Buy	825 +150	+22%	+$8.5K	0.04%	246
2016 Q4	$32K	Buy	+675	New	+$35.7K	0.03%	346

Other funds holding HUBS

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Israel Discount Bank of New York's HUBS Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of HubSpot (HUBS) in Q2 2019, closing a stake of 300 shares — an estimated $50K sold.

Israel Discount Bank of New York first reported a position in HUBS in Q4 2016 and held it in 10 quarters. The position peaked at $101K in Q2 2018. 305 funds tracked by Wall St. Rank hold HUBS as of Q2 2019.

Israel Discount Bank of New York reported no remaining HubSpot position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 300 HubSpot shares in Q2 2019, an estimated $50K.
Israel Discount Bank of New York first reported a position in HubSpot in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's HubSpot position peaked at $101K in Q2 2018.
305 funds tracked by Wall St. Rank held HubSpot as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.