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USA Financial Formulas’s HubSpot HUBS Stock Holding History

USA Financial Formulas’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
-6,750
Closed -$567K – 299
2017
Q3 		$567K Buy
+6,750
New +$483K 0.14% 148
2016
Q4 		– Sell
-7,982
Closed -$460K – 294
2016
Q3 		$460K Buy
+7,982
New +$433K 0.12% 147

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

USA Financial Formulas's HUBS Position: Q4 2017 in Review

USA Financial Formulas sold out of HubSpot (HUBS) in Q4 2017, closing a stake of 6,750 shares — an estimated $567K sold.

USA Financial Formulas first reported a position in HUBS in Q3 2016 and held it in 2 quarters. The position peaked at $567K in Q3 2017. 199 funds tracked by Wall St. Rank hold HUBS as of Q4 2017.

  • USA Financial Formulas reported no remaining HubSpot position as of Q4 2017 after selling out during the quarter.
  • USA Financial Formulas sold 6,750 HubSpot shares in Q4 2017, an estimated $567K.
  • USA Financial Formulas first reported a position in HubSpot in Q3 2016 and held it in 2 quarters.
  • USA Financial Formulas's HubSpot position peaked at $567K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held HubSpot as of Q4 2017.

Based on USA Financial Formulas's 13F filing for Q4 2017, filed 13 Feb 2018.