AIM
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Allen Investment Management’s Chubb CB Stock Holding History

Allen 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
2018
Q1 		– Sell
-1,993
Closed -$291K – 171
2017
Q4 		$291K Hold
1,993
– – 0.01% 154
2017
Q3 		$284K Buy
+1,993
New +$288K 0.01% 191

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allen Investment Management's CB Position: Q1 2018 in Review

Allen Investment Management sold out of Chubb (CB) in Q1 2018, closing a stake of 1,993 shares — an estimated $291K sold.

Allen Investment Management first reported a position in CB in Q3 2017 and held it in 2 quarters. The position peaked at $291K in Q4 2017. 1,082 funds tracked by Wall St. Rank hold CB as of Q1 2018.

  • Allen Investment Management reported no remaining Chubb position as of Q1 2018 after selling out during the quarter.
  • Allen Investment Management sold 1,993 Chubb shares in Q1 2018, an estimated $291K.
  • Allen Investment Management first reported a position in Chubb in Q3 2017 and held it in 2 quarters.
  • Allen Investment Management's Chubb position peaked at $291K in Q4 2017.
  • 1,082 funds tracked by Wall St. Rank held Chubb as of Q1 2018.

Based on Allen Investment Management's 13F filing for Q1 2018, filed 14 May 2018.