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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 Sell
2,200
-2,200
-50% -$271K 0.26% 83
2016
Q1 		$507K Buy
+4,400
New +$506K 0.22% 86
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 $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