Braver Wealth Management’s Chubb CB Stock Holding History

Braver Wealth 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
2016 Q4	$250K	Buy	+1,891	New	+$241K	0.04%	138

Other funds holding CB

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

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Braver Wealth Management's CB Position: Q4 2016 in Review

Braver Wealth Management opened a new position in Chubb (CB) in Q4 2016: 1,891 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

998 funds tracked by Wall St. Rank hold CB as of Q4 2016.

Braver Wealth Management held 1,891 shares of Chubb worth $250K as of Q4 2016.
Chubb was a new Braver Wealth Management position in Q4 2016.
Chubb made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #138 holding.
998 funds tracked by Wall St. Rank held Chubb as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.