Clarfeld Financial Advisors’s Chubb CB Stock Holding History

Clarfeld 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
2018 Q4	$5K	Buy	+34	New	+$4.39K	﹤0.01%	319

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarfeld Financial Advisors's CB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Chubb (CB) in Q4 2018: 34 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

1,083 funds tracked by Wall St. Rank hold CB as of Q4 2018.

Clarfeld Financial Advisors held 34 shares of Chubb worth $5K as of Q4 2018.
Chubb was a new Clarfeld Financial Advisors position in Q4 2018.
Chubb made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #319 holding.
1,083 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.