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Cynosure Advisors’s Chubb CB Stock Holding History

Cynosure 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
-3,978
Closed -$505K – 44
2018
Q2 		$505K Hold
3,978
– – 0.14% 101
2018
Q1 		$544K Buy
3,978
+38
+1% +$5.5K 0.14% 88
2017
Q4 		$576K Buy
+3,940
New +$589K 0.13% 86

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cynosure Advisors's CB Position: Q3 2018 in Review

Cynosure Advisors sold out of Chubb (CB) in Q3 2018, closing a stake of 3,978 shares — an estimated $505K sold.

Cynosure Advisors first reported a position in CB in Q4 2017 and held it in 3 quarters. The position peaked at $576K in Q4 2017. 1,070 funds tracked by Wall St. Rank hold CB as of Q3 2018.

  • Cynosure Advisors reported no remaining Chubb position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 3,978 Chubb shares in Q3 2018, an estimated $505K.
  • Cynosure Advisors first reported a position in Chubb in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Chubb position peaked at $576K in Q4 2017.
  • 1,070 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.