EWM
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Executive Wealth Management’s Chubb CB Stock Holding History

Executive 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
2019
Q3 		– Sell
-142
Closed -$21K – 232
2019
Q2 		$21K Hold
142
– – ﹤0.01% 463
2019
Q1 		$20K Sell
142
-81
-36% -$10.8K ﹤0.01% 420
2018
Q4 		$29K Buy
+223
New +$28.8K 0.01% 366

Other funds holding CB

Vanguard Group
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Executive Wealth Management's CB Position: Q3 2019 in Review

Executive Wealth Management sold out of Chubb (CB) in Q3 2019, closing a stake of 142 shares — an estimated $21K sold.

Executive Wealth Management first reported a position in CB in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 1,133 funds tracked by Wall St. Rank hold CB as of Q3 2019.

  • Executive Wealth Management reported no remaining Chubb position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 142 Chubb shares in Q3 2019, an estimated $21K.
  • Executive Wealth Management first reported a position in Chubb in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Chubb position peaked at $29K in Q4 2018.
  • 1,133 funds tracked by Wall St. Rank held Chubb as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.