Mosaic Family Wealth’s HubSpot HUBS Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-90	Closed	-$8K	–	783
2017 Q3	$8K	Buy	+90	New	+$6.44K	﹤0.01%	602

Other funds holding HUBS

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mosaic Family Wealth's HUBS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of HubSpot (HUBS) in Q4 2017, closing a stake of 90 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in HUBS in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 199 funds tracked by Wall St. Rank hold HUBS as of Q4 2017.

Mosaic Family Wealth reported no remaining HubSpot position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 90 HubSpot shares in Q4 2017, an estimated $8K.
Mosaic Family Wealth first reported a position in HubSpot in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's HubSpot position peaked at $8K in Q3 2017.
199 funds tracked by Wall St. Rank held HubSpot as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.