SIM
HUBS icon

Strategic Investment Management’s HubSpot HUBS Stock Holding History

Strategic Investment 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
2017
Q1 		– Sell
-6,027
Closed -$283K – 47
2016
Q4 		$283K Hold
6,027
– – 0.03% 56
2016
Q3 		$347K Buy
6,027
+841
+16% +$45.6K 0.25% 27
2016
Q2 		$225K Buy
+5,186
New +$235K 0.12% 58
2015
Q2 		– Sell
-5,360
Closed -$213K – 116
2015
Q1 		$213K Buy
+5,360
New +$200K 0.08% 83

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Strategic Investment Management's HUBS Position: Q1 2017 in Review

Strategic Investment Management sold out of HubSpot (HUBS) in Q1 2017, closing a stake of 6,027 shares — an estimated $283K sold.

Strategic Investment Management first reported a position in HUBS in Q1 2015 and held it in 4 quarters. The position peaked at $347K in Q3 2016. 166 funds tracked by Wall St. Rank hold HUBS as of Q1 2017.

  • Strategic Investment Management reported no remaining HubSpot position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 6,027 HubSpot shares in Q1 2017, an estimated $283K.
  • Strategic Investment Management first reported a position in HubSpot in Q1 2015 and held it in 4 quarters.
  • Strategic Investment Management's HubSpot position peaked at $347K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held HubSpot as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.