ERTS Wealth Advisors’s Chubb CB Stock Holding History

ERTS 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
2019 Q1	–	Sell	-130	Closed	-$17K	–	125
2018 Q4	$17K	Buy	+130	New	+$16.8K	0.01%	220

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ERTS Wealth Advisors's CB Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Chubb (CB) in Q1 2019, closing a stake of 130 shares — an estimated $17K sold.

ERTS Wealth Advisors first reported a position in CB in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

ERTS Wealth Advisors reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 130 Chubb shares in Q1 2019, an estimated $17K.
ERTS Wealth Advisors first reported a position in Chubb in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Chubb position peaked at $17K in Q4 2018.
1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.