Advantage Investment Management’s Chubb CB Stock Holding History

Advantage Investment Management’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
2017 Q4	–	Sell	-59	Closed	-$8K	–	1009
2017 Q3	$8K	Buy	+59	New	+$8.54K	﹤0.01%	730
2017 Q1	–	Sell	-218	Closed	-$29K	–	979
2016 Q4	$29K	Buy	218 +150	+221%	+$19.1K	0.01%	438
2016 Q3	$9K	Buy	68 +51	+300%	+$6.47K	﹤0.01%	630
2016 Q2	$2K	Hold	17	–	–	﹤0.01%	775
2016 Q1	$2K	Hold	17	–	–	﹤0.01%	762
2015 Q4	$2K	Hold	17	–	–	﹤0.01%	766
2015 Q3	$2K	Hold	17	–	–	﹤0.01%	740
2015 Q2	$2K	Sell	17 -427	-96%	-$46K	﹤0.01%	769
2015 Q1	$50K	Buy	444 +9	+2%	+$1.01K	0.03%	326
2014 Q4	$50K	Buy	+435	New	+$48.2K	0.04%	310

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Advantage Investment Management's CB Position: Q4 2017 in Review

Advantage Investment Management sold out of Chubb (CB) in Q4 2017, closing a stake of 59 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in CB in Q4 2014 and held it in 10 quarters. The position peaked at $50K in Q1 2015. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

Advantage Investment Management reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
Advantage Investment Management sold 59 Chubb shares in Q4 2017, an estimated $8K.
Advantage Investment Management first reported a position in Chubb in Q4 2014 and held it in 10 quarters.
Advantage Investment Management's Chubb position peaked at $50K in Q1 2015.
1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.