AIM
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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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return