Bridgeworth’s Chubb CB Stock Holding History

Bridgeworth’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 Q3	–	Sell	-248	Closed	-$31K	–	190
2018 Q2	$31K	Buy	+248	New	+$33K	0.01%	339

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

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

Bridgeworth's CB Position: Q3 2018 in Review

Bridgeworth sold out of Chubb (CB) in Q3 2018, closing a stake of 248 shares — an estimated $31K sold.

Bridgeworth first reported a position in CB in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 1,070 funds tracked by Wall St. Rank hold CB as of Q3 2018.

Bridgeworth reported no remaining Chubb position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 248 Chubb shares in Q3 2018, an estimated $31K.
Bridgeworth first reported a position in Chubb in Q2 2018 and held it in 1 quarter.
Bridgeworth's Chubb position peaked at $31K in Q2 2018.
1,070 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.