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Cordasco Financial Network’s Chubb CB Stock Holding History

Cordasco Financial Network’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
-100
Closed -$14K – 460
2019
Q1 		$14K Buy
+100
New +$13.3K 0.01% 260
2018
Q3 		– Sell
-25
Closed -$3K – 359
2018
Q2 		$3K Buy
+25
New +$3.32K ﹤0.01% 325

Other funds holding CB

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BlackRock
BlackRock New York $5.72T 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

Cordasco Financial Network's CB Position: Q2 2019 in Review

Cordasco Financial Network sold out of Chubb (CB) in Q2 2019, closing a stake of 100 shares — an estimated $14K sold.

Cordasco Financial Network first reported a position in CB in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

  • Cordasco Financial Network reported no remaining Chubb position as of Q2 2019 after selling out during the quarter.
  • Cordasco Financial Network sold 100 Chubb shares in Q2 2019, an estimated $14K.
  • Cordasco Financial Network first reported a position in Chubb in Q2 2018 and held it in 2 quarters.
  • Cordasco Financial Network's Chubb position peaked at $14K in Q1 2019.
  • 1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Cordasco Financial Network's 13F filing for Q2 2019, filed 10 Jul 2019.