Apriem Advisors’s Chubb CB Stock Holding History

Apriem 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 Q2	–	Sell	-51	Closed	-$7K	–	196
2017 Q1	$7K	Hold	51	–	–	﹤0.01%	441
2016 Q4	$7K	Buy	+51	New	+$6.5K	﹤0.01%	466

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Apriem Advisors's CB Position: Q2 2017 in Review

Apriem Advisors sold out of Chubb (CB) in Q2 2017, closing a stake of 51 shares — an estimated $7K sold.

Apriem Advisors first reported a position in CB in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

Apriem Advisors reported no remaining Chubb position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 51 Chubb shares in Q2 2017, an estimated $7K.
Apriem Advisors first reported a position in Chubb in Q4 2016 and held it in 2 quarters.
Apriem Advisors's Chubb position peaked at $7K in Q1 2017.
980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.