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Foresters Asset Management’s Chubb CB Stock Holding History

Foresters 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 		– Sell
-6,300
Closed -$832K – 74
2016
Q4 		$832K Sell
6,300
-800
-11% -$102K 0.47% 38
2016
Q3 		$892K Hold
7,100
– – 0.46% 44
2016
Q2 		$928K Buy
+7,100
New +$875K 0.48% 45

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 $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foresters Asset Management's CB Position: Q1 2017 in Review

Foresters Asset Management sold out of Chubb (CB) in Q1 2017, closing a stake of 6,300 shares — an estimated $832K sold.

Foresters Asset Management first reported a position in CB in Q2 2016 and held it in 3 quarters. The position peaked at $928K in Q2 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Foresters Asset Management reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
  • Foresters Asset Management sold 6,300 Chubb shares in Q1 2017, an estimated $832K.
  • Foresters Asset Management first reported a position in Chubb in Q2 2016 and held it in 3 quarters.
  • Foresters Asset Management's Chubb position peaked at $928K in Q2 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Foresters Asset Management's 13F filing for Q1 2017, filed 12 May 2017.