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Founders Capital Management (Texas)’s Chubb CB Stock Holding History

Founders Capital Management (Texas)’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
-300
Closed -$43K – 361
2017
Q3 		$43K Hold
300
– – 0.04% 150
2017
Q2 		$44K Hold
300
– – 0.04% 148
2017
Q1 		$41K Buy
+300
New +$40.4K 0.04% 152

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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

Founders Capital Management (Texas)'s CB Position: Q4 2017 in Review

Founders Capital Management (Texas) sold out of Chubb (CB) in Q4 2017, closing a stake of 300 shares — an estimated $43K sold.

Founders Capital Management (Texas) first reported a position in CB in Q1 2017 and held it in 3 quarters. The position peaked at $44K in Q2 2017. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • Founders Capital Management (Texas) reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 300 Chubb shares in Q4 2017, an estimated $43K.
  • Founders Capital Management (Texas) first reported a position in Chubb in Q1 2017 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s Chubb position peaked at $44K in Q2 2017.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2017, filed 22 Jan 2018.