Cypress Wealth Advisors’s Chubb CB Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-5,240	Closed	-$714K	–	105
2017 Q1	$714K	Buy	5,240 +150	+3%	+$20.2K	0.33%	72
2016 Q4	$672K	Buy	5,090 +57	+1%	+$7.27K	0.31%	74
2016 Q3	$632K	Buy	5,033 +72	+1%	+$9.14K	0.29%	79
2016 Q2	$648K	Sell	4,961 -63	-1%	-$7.77K	0.32%	74
2016 Q1	$599K	Buy	5,024 +819	+19%	+$94.1K	0.27%	80
2015 Q4	$491K	Buy	4,205 +23	+0.5%	+$2.6K	0.25%	92
2015 Q3	$432K	Buy	4,182 +32	+0.8%	+$3.35K	0.23%	102
2015 Q2	$422K	Buy	+4,150	New	+$447K	0.25%	98

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Cypress Wealth Advisors's CB Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Chubb (CB) in Q2 2017, closing a stake of 5,240 shares — an estimated $714K sold.

Cypress Wealth Advisors first reported a position in CB in Q2 2015 and held it in 8 quarters. The position peaked at $714K in Q1 2017. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

Cypress Wealth Advisors reported no remaining Chubb position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,240 Chubb shares in Q2 2017, an estimated $714K.
Cypress Wealth Advisors first reported a position in Chubb in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's Chubb position peaked at $714K in Q1 2017.
980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.