CWA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return