Bruderman Asset Management’s Chubb CB Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-2,527	Closed	-$354K	–	180
2019 Q1	$354K	Hold	2,527	–	–	0.08%	105
2018 Q4	$326K	Buy	2,527 +2,287	+953%	+$296K	0.08%	99
2018 Q3	$32K	Hold	240	–	–	0.01%	228
2018 Q2	$30K	Hold	240	–	–	0.01%	244
2018 Q1	$33K	Buy	+240	New	+$34.8K	0.01%	238
2017 Q3	–	Sell	-331	Closed	-$48K	–	150
2017 Q2	$48K	Buy	+331	New	+$46.6K	0.01%	207
2017 Q1	–	Sell	-240	Closed	-$32K	–	151
2016 Q4	$32K	Hold	240	–	–	0.01%	248
2016 Q3	$30K	Hold	240	–	–	0.01%	255
2016 Q2	$31K	Hold	240	–	–	0.01%	236
2016 Q1	$29K	Buy	+240	New	+$27.6K	0.01%	241

Other funds holding CB

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

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

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

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

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

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

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

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

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

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

Bruderman Asset Management's CB Position: Q2 2019 in Review

Bruderman Asset Management sold out of Chubb (CB) in Q2 2019, closing a stake of 2,527 shares — an estimated $354K sold.

Bruderman Asset Management first reported a position in CB in Q1 2016 and held it in 10 quarters. The position peaked at $354K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

Bruderman Asset Management reported no remaining Chubb position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,527 Chubb shares in Q2 2019, an estimated $354K.
Bruderman Asset Management first reported a position in Chubb in Q1 2016 and held it in 10 quarters.
Bruderman Asset Management's Chubb position peaked at $354K in Q1 2019.
1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.