C-J Advisory’s Chubb CB Stock Holding History

C-J Advisory’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 Q1	–	Sell	-259	Closed	-$33K	–	184
2018 Q4	$33K	Hold	259	–	–	0.02%	55
2018 Q3	$35K	Sell	259 -39	-13%	-$5.28K	0.02%	57
2018 Q2	$38K	Hold	298	–	–	0.03%	56
2018 Q1	$40K	Hold	298	–	–	0.03%	53
2017 Q4	$44K	Hold	298	–	–	0.03%	45
2017 Q3	$42K	Hold	298	–	–	0.03%	41
2017 Q2	$43K	Hold	298	–	–	0.03%	41
2017 Q1	$41K	Sell	298 -34	-10%	-$4.57K	0.03%	43
2016 Q4	$44K	Buy	332 +26	+8%	+$3.31K	0.04%	38
2016 Q3	$38K	Buy	+306	New	+$38.8K	0.03%	44

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

C-J Advisory's CB Position: Q1 2019 in Review

C-J Advisory sold out of Chubb (CB) in Q1 2019, closing a stake of 259 shares — an estimated $33K sold.

C-J Advisory first reported a position in CB in Q3 2016 and held it in 10 quarters. The position peaked at $44K in Q4 2017. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

C-J Advisory reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
C-J Advisory sold 259 Chubb shares in Q1 2019, an estimated $33K.
C-J Advisory first reported a position in Chubb in Q3 2016 and held it in 10 quarters.
C-J Advisory's Chubb position peaked at $44K in Q4 2017.
1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on C-J Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.