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Bellwether Investment Group’s Chubb CB Stock Holding History

Bellwether Investment Group’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
-303
Closed -$41K – 154
2017
Q1 		$41K Buy
303
+85
+39% +$11.4K 0.11% 171
2016
Q4 		$29K Buy
+218
New +$27.8K 0.03% 359

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bellwether Investment Group's CB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Chubb (CB) in Q2 2017, closing a stake of 303 shares — an estimated $41K sold.

Bellwether Investment Group first reported a position in CB in Q4 2016 and held it in 2 quarters. The position peaked at $41K in Q1 2017. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Chubb position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 303 Chubb shares in Q2 2017, an estimated $41K.
  • Bellwether Investment Group first reported a position in Chubb in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Chubb position peaked at $41K in Q1 2017.
  • 980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.