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Edge Wealth Management’s Chubb CB Stock Holding History

Edge Wealth 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
2018
Q4 		– Sell
-1,050
Closed -$140K – 572
2018
Q3 		$140K Hold
1,050
– – 0.03% 171
2018
Q2 		$133K Buy
+1,050
New +$140K 0.03% 174
2014
Q1 		– Sell
-573
Closed -$59K – 408
2013
Q4 		$59K Hold
573
– – 0.03% 156
2013
Q3 		$54K Hold
573
– – 0.03% 141
2013
Q2 		$51K Buy
+573
New +$51.3K 0.03% 129

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edge Wealth Management's CB Position: Q4 2018 in Review

Edge Wealth Management sold out of Chubb (CB) in Q4 2018, closing a stake of 1,050 shares — an estimated $140K sold.

Edge Wealth Management first reported a position in CB in Q2 2013 and held it in 5 quarters. The position peaked at $140K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold CB as of Q4 2018.

  • Edge Wealth Management reported no remaining Chubb position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 1,050 Chubb shares in Q4 2018, an estimated $140K.
  • Edge Wealth Management first reported a position in Chubb in Q2 2013 and held it in 5 quarters.
  • Edge Wealth Management's Chubb position peaked at $140K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.