CFA
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Camarda Financial Advisors’s Chubb CB Stock Holding History

Camarda Financial Advisors’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
-126
Closed -$18K – 500
2019
Q1 		$18K Buy
+126
New +$16.8K 0.03% 142
2017
Q1 		– Sell
-100
Closed -$13K – 187
2016
Q4 		$13K Buy
+100
New +$12.8K 0.01% 179
2015
Q2 		– Sell
-12
Closed -$1K – 223
2015
Q1 		$1K Hold
12
– – ﹤0.01% 233
2014
Q4 		$1K Hold
12
– – ﹤0.01% 250
2014
Q3 		$1K Hold
12
– – ﹤0.01% 197
2014
Q2 		$1K Hold
12
– – ﹤0.01% 202
2014
Q1 		$1K Hold
12
– – ﹤0.01% 184
2013
Q4 		$1K Buy
+12
New +$1.18K ﹤0.01% 167

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return