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AIMZ Investment Advisors’s Chubb CB Stock Holding History

AIMZ Investment 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
2017
Q4 		– Sell
-1,450
Closed -$207K – 101
2017
Q3 		$207K Sell
1,450
-300
-17% -$43.4K 0.17% 93
2017
Q2 		$254K Hold
1,750
– – 0.21% 89
2017
Q1 		$238K Sell
1,750
-100
-5% -$13.4K 0.2% 91
2016
Q4 		$244K Sell
1,850
-350
-16% -$44.6K 0.22% 87
2016
Q3 		$276K Hold
2,200
– – 0.25% 82
2016
Q2 		$288K Hold
2,200
– – 0.26% 83
2016
Q1 		$262K Buy
+2,200
New +$253K 0.24% 84
2015
Q4 		– Sell
-2,200
Closed -$227K – 96
2015
Q3 		$227K Hold
2,200
– – 0.21% 85
2015
Q2 		$224K Hold
2,200
– – 0.19% 87
2015
Q1 		$245K Hold
2,200
– – 0.21% 84
2014
Q4 		$253K Buy
+2,200
New +$244K 0.23% 80

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

AIMZ Investment Advisors's CB Position: Q4 2017 in Review

AIMZ Investment Advisors sold out of Chubb (CB) in Q4 2017, closing a stake of 1,450 shares — an estimated $207K sold.

AIMZ Investment Advisors first reported a position in CB in Q4 2014 and held it in 11 quarters. The position peaked at $288K in Q2 2016. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • AIMZ Investment Advisors reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
  • AIMZ Investment Advisors sold 1,450 Chubb shares in Q4 2017, an estimated $207K.
  • AIMZ Investment Advisors first reported a position in Chubb in Q4 2014 and held it in 11 quarters.
  • AIMZ Investment Advisors's Chubb position peaked at $288K in Q2 2016.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on AIMZ Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.