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Lebenthal Asset Management’s HubSpot HUBS Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-605
Closed -$35K – 468
2016
Q3 		$35K Buy
+605
New +$32.8K ﹤0.01% 484

Other funds holding HUBS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lebenthal Asset Management's HUBS Position: Q4 2016 in Review

Lebenthal Asset Management sold out of HubSpot (HUBS) in Q4 2016, closing a stake of 605 shares — an estimated $35K sold.

Lebenthal Asset Management first reported a position in HUBS in Q3 2016 and held it in 1 quarter. The position peaked at $35K in Q3 2016. 165 funds tracked by Wall St. Rank hold HUBS as of Q4 2016.

  • Lebenthal Asset Management reported no remaining HubSpot position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 605 HubSpot shares in Q4 2016, an estimated $35K.
  • Lebenthal Asset Management first reported a position in HubSpot in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's HubSpot position peaked at $35K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held HubSpot as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.