CA Family Wealth’s Chubb CB Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-1,528	Closed	-$238K	–	60
2019 Q4	$238K	Buy	+1,528	New	+$234K	0.16%	102

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

CA Family Wealth's CB Position: Q1 2020 in Review

CA Family Wealth sold out of Chubb (CB) in Q1 2020, closing a stake of 1,528 shares — an estimated $238K sold.

CA Family Wealth first reported a position in CB in Q4 2019 and held it in 1 quarter. The position peaked at $238K in Q4 2019. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

CA Family Wealth reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,528 Chubb shares in Q1 2020, an estimated $238K.
CA Family Wealth first reported a position in Chubb in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Chubb position peaked at $238K in Q4 2019.
1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.