CT Financial Advisors’s Chubb CB Stock Holding History

CT 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
2017 Q1	$44.4K	Hold	326	–	–	0.03%	287
2016 Q4	$43.1K	Buy	+326	New	+$41.6K	0.03%	284

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

CT Financial Advisors's CB Position: Q1 2017 in Review

CT Financial Advisors held its Chubb (CB) position steady in Q1 2017 at 326 shares worth $44.4K. The position accounts for 0.03% of the portfolio, ranked #287.

CT Financial Advisors first reported a position in CB in Q4 2016 and has held it in 2 quarters since. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

CT Financial Advisors held 326 shares of Chubb worth $44.4K as of Q1 2017.
CT Financial Advisors left its Chubb share count unchanged in Q1 2017.
Chubb made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #287 holding.
CT Financial Advisors first reported a position in Chubb in Q4 2016 and has held it in 2 quarters since.
972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.