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Aevitas Wealth Management’s Chubb CB Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-182
Closed -$25K – 136
2019
Q1 		$25K Sell
182
-19
-9% -$2.53K 0.02% 241
2018
Q4 		$26K Buy
201
+1
+0.5% +$129 0.03% 226
2018
Q3 		$27K Buy
200
+1
+0.5% +$135 0.02% 256
2018
Q2 		$25K Sell
199
-14
-7% -$1.86K 0.02% 255
2018
Q1 		$29K Buy
213
+1
+0.5% +$145 0.03% 221
2017
Q4 		$31K Buy
+212
New +$31.7K 0.03% 219

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aevitas Wealth Management's CB Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Chubb (CB) in Q2 2019, closing a stake of 182 shares — an estimated $25K sold.

Aevitas Wealth Management first reported a position in CB in Q4 2017 and held it in 6 quarters. The position peaked at $31K in Q4 2017. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Chubb position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 182 Chubb shares in Q2 2019, an estimated $25K.
  • Aevitas Wealth Management first reported a position in Chubb in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Chubb position peaked at $31K in Q4 2017.
  • 1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.