Acorn Wealth Advisors’s Chubb CB Stock Holding History

Acorn Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-61	Closed	-$8K	–	560
2018 Q1	$8K	Hold	61	–	–	0.01%	540
2017 Q4	$9K	Buy	+61	New	+$9.11K	0.01%	507

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acorn Wealth Advisors's CB Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Chubb (CB) in Q2 2018, closing a stake of 61 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in CB in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 1,053 funds tracked by Wall St. Rank hold CB as of Q2 2018.

Acorn Wealth Advisors reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 61 Chubb shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in Chubb in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Chubb position peaked at $9K in Q4 2017.
1,053 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.