Clear Perspective Advisors’s Chubb CB Stock Holding History

Clear Perspective 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 Q3	–	Sell	-23	Closed	-$3K	–	180
2018 Q2	$3K	Hold	23	–	–	﹤0.01%	438
2018 Q1	$3K	Hold	23	–	–	﹤0.01%	433
2017 Q4	$3K	Hold	23	–	–	﹤0.01%	410
2017 Q3	$3K	Hold	23	–	–	﹤0.01%	408
2017 Q2	$3K	Hold	23	–	–	﹤0.01%	411
2017 Q1	$3K	Hold	23	–	–	﹤0.01%	369
2016 Q4	$3K	Buy	+23	New	+$2.93K	﹤0.01%	362

Other funds holding CB

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Clear Perspective Advisors's CB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Chubb (CB) in Q3 2018, closing a stake of 23 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in CB in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 1,071 funds tracked by Wall St. Rank hold CB as of Q3 2018.

Clear Perspective Advisors reported no remaining Chubb position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 23 Chubb shares in Q3 2018, an estimated $3K.
Clear Perspective Advisors first reported a position in Chubb in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Chubb position peaked at $3K in Q2 2018.
1,071 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.