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Wealthspire Advisors (Maryland)’s HUB Group HUBG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-130
Closed -$3K – 1147
2019
Q1 		$3K Buy
130
+42
+48% +$896 ﹤0.01% 2007
2018
Q4 		$2K Sell
88
-14
-14% -$300 ﹤0.01% 2087
2018
Q3 		$2K Hold
102
– – ﹤0.01% 2158
2018
Q2 		$3K Sell
102
-6
-6% -$141 ﹤0.01% 2009
2018
Q1 		$2K Sell
108
-328
-75% -$7.65K ﹤0.01% 2176
2017
Q4 		$10K Buy
436
+184
+73% +$4.05K ﹤0.01% 1582
2017
Q3 		$5K Buy
252
+6
+2% +$115 ﹤0.01% 1789
2017
Q2 		$5K Buy
+246
New +$4.69K ﹤0.01% 1760

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland) sold out of HUB Group (HUBG) in Q2 2019, closing a stake of 130 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in HUBG in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q4 2017. 193 funds tracked by Wall St. Rank hold HUBG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HUB Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 130 HUB Group shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in HUB Group in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s HUB Group position peaked at $10K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held HUB Group as of Q2 2019.

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