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Wealthspire Advisors (Maryland)’s Hubbell HUBB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-381
Closed -$45K – 1146
2019
Q1 		$45K Buy
381
+25
+7% +$2.83K ﹤0.01% 931
2018
Q4 		$35K Sell
356
-76
-18% -$8.34K ﹤0.01% 995
2018
Q3 		$58K Sell
432
-63
-13% -$7.73K ﹤0.01% 914
2018
Q2 		$52K Sell
495
-251
-34% -$27.8K ﹤0.01% 960
2018
Q1 		$91K Sell
746
-111
-13% -$14.6K 0.01% 747
2017
Q4 		$116K Buy
857
+11
+1% +$1.37K 0.01% 653
2017
Q3 		$98K Buy
846
+120
+17% +$13.8K 0.01% 721
2017
Q2 		$82K Buy
726
+3
+0.4% +$347 0.01% 764
2017
Q1 		$87K Buy
723
+719
+17,975% +$86.4K 0.01% 650
2016
Q4 		$0 Hold
4
– – ﹤0.01% 1791
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1764
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1743
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1788
2015
Q4 		$0 Buy
+4
New +$408 ﹤0.01% 1740

Other funds holding HUBB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HUBB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hubbell (HUBB) in Q2 2019, closing a stake of 381 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in HUBB in Q4 2015 and held it in 14 quarters. The position peaked at $116K in Q4 2017. 378 funds tracked by Wall St. Rank hold HUBB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hubbell position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 381 Hubbell shares in Q2 2019, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Hubbell in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hubbell position peaked at $116K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Hubbell as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.