EAM
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Edge Asset Management’s Chubb CB Stock Holding History

Edge Asset Management’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 		$203M Sell
1,487,662
-98,892
-6% -$13.3M 1.53% 7
2016
Q4 		$210M Buy
1,586,554
+48,113
+3% +$6.13M 1.62% 6
2016
Q3 		$193M Sell
1,538,441
-59,549
-4% -$7.56M 1.62% 6
2016
Q2 		$209M Buy
1,597,990
+2,739
+0.2% +$338K 1.86% 5
2016
Q1 		$190M Sell
1,595,251
-12,145
-0.8% -$1.4M 1.82% 4
2015
Q4 		$188M Buy
1,607,396
+66
+0% +$7.47K 1.82% 2
2015
Q3 		$166M Buy
1,607,330
+205,614
+15% +$21.5M 1.66% 6
2015
Q2 		$143M Buy
1,401,716
+74,798
+6% +$8.05M 1.29% 11
2015
Q1 		$148M Buy
1,326,918
+30,599
+2% +$3.44M 1.28% 9
2014
Q4 		$149M Sell
1,296,319
-154,630
-11% -$17.1M 1.44% 9
2014
Q3 		$152M Buy
1,450,949
+35,800
+3% +$3.73M 1.52% 6
2014
Q2 		$147M Buy
1,415,149
+2,037
+0.1% +$209K 1.47% 10
2014
Q1 		$140M Sell
1,413,112
-4,011
-0.3% -$389K 1.48% 10
2013
Q4 		$147M Sell
1,417,123
-1,422,649
-50% -$140M 1.6% 8
2013
Q3 		$260M Buy
2,839,772
+1,421,079
+100% +$130M 1.59% 7
2013
Q2 		$127M Buy
+1,418,693
New +$127M 1.59% 6

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