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FDO Partners’s Chubb CB Stock Holding History

FDO Partners’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
Q4 		– Sell
-9,652
Closed -$1.38M – 175
2017
Q3 		$1.38M Buy
+9,652
New +$1.4M 0.55% 71
2017
Q2 		– Sell
-1,473
Closed -$201K – 241
2017
Q1 		$201K Sell
1,473
-13,185
-90% -$1.77M 0.05% 211
2016
Q4 		$1.94M Buy
+14,658
New +$1.87M 0.78% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

FDO Partners's CB Position: Q4 2017 in Review

FDO Partners sold out of Chubb (CB) in Q4 2017, closing a stake of 9,652 shares — an estimated $1.38M sold.

FDO Partners first reported a position in CB in Q4 2016 and held it in 3 quarters. The position peaked at $1.94M in Q4 2016. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • FDO Partners reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 9,652 Chubb shares in Q4 2017, an estimated $1.38M.
  • FDO Partners first reported a position in Chubb in Q4 2016 and held it in 3 quarters.
  • FDO Partners's Chubb position peaked at $1.94M in Q4 2016.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.