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Cypress Wealth Services’s Chubb CB Stock Holding History

Cypress Wealth Services’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
Q4 		– Sell
-1,886
Closed -$304K – 260
2019
Q3 		$304K Sell
1,886
-183
-9% -$28.3K 0.08% 188
2019
Q2 		$305K Buy
2,069
+274
+15% +$39.6K 0.09% 187
2019
Q1 		$251K Buy
+1,795
New +$239K 0.08% 203

Other funds holding CB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Cypress Wealth Services's CB Position: Q4 2019 in Review

Cypress Wealth Services sold out of Chubb (CB) in Q4 2019, closing a stake of 1,886 shares — an estimated $304K sold.

Cypress Wealth Services first reported a position in CB in Q1 2019 and held it in 3 quarters. The position peaked at $305K in Q2 2019. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • Cypress Wealth Services reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 1,886 Chubb shares in Q4 2019, an estimated $304K.
  • Cypress Wealth Services first reported a position in Chubb in Q1 2019 and held it in 3 quarters.
  • Cypress Wealth Services's Chubb position peaked at $305K in Q2 2019.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Cypress Wealth Services's 13F filing for Q4 2019, filed 14 Jan 2020.