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Ropes Wealth Advisors’s Hubbell HUBB Stock Holding History

Ropes Wealth Advisors’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
2018
Q3 		– Sell
-258
Closed -$27K – 558
2018
Q2 		$27K Buy
258
+245
+1,885% +$27.1K 0.01% 397
2018
Q1 		$2K Hold
13
– – ﹤0.01% 540
2017
Q4 		$2K Buy
+13
New +$1.62K ﹤0.01% 719

Other funds holding HUBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's HUBB Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Hubbell (HUBB) in Q3 2018, closing a stake of 258 shares — an estimated $27K sold.

Ropes Wealth Advisors first reported a position in HUBB in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 359 funds tracked by Wall St. Rank hold HUBB as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining Hubbell position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 258 Hubbell shares in Q3 2018, an estimated $27K.
  • Ropes Wealth Advisors first reported a position in Hubbell in Q4 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's Hubbell position peaked at $27K in Q2 2018.
  • 359 funds tracked by Wall St. Rank held Hubbell as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.