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Rowland Carmichael Advisors’s HUB Group HUBG Stock Holding History

Rowland Carmichael Advisors’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,844
Closed -$233K – 324
2017
Q3 		$233K Buy
+10,844
New +$207K 0.13% 207

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Rowland Carmichael Advisors's HUBG Position: Q4 2017 in Review

Rowland Carmichael Advisors sold out of HUB Group (HUBG) in Q4 2017, closing a stake of 10,844 shares — an estimated $233K sold.

Rowland Carmichael Advisors first reported a position in HUBG in Q3 2017 and held it in 1 quarter. The position peaked at $233K in Q3 2017. 187 funds tracked by Wall St. Rank hold HUBG as of Q4 2017.

  • Rowland Carmichael Advisors reported no remaining HUB Group position as of Q4 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,844 HUB Group shares in Q4 2017, an estimated $233K.
  • Rowland Carmichael Advisors first reported a position in HUB Group in Q3 2017 and held it in 1 quarter.
  • Rowland Carmichael Advisors's HUB Group position peaked at $233K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held HUB Group as of Q4 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2017, filed 10 Feb 2020.