Frontier Wealth Management’s Chubb CB Stock Holding History

Frontier 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
2020 Q1	–	Sell	-1,408	Closed	-$219K	–	298
2019 Q4	$219K	Sell	1,408 -271	-16%	-$41.5K	0.04%	270
2019 Q3	$271K	Sell	1,679 -11,075	-87%	-$1.71M	0.04%	255
2019 Q2	$1.88M	Sell	12,754 -523	-4%	-$75.5K	0.28%	78
2019 Q1	$1.86M	Sell	13,277 -323	-2%	-$43K	0.25%	91
2018 Q4	$1.76M	Sell	13,600 -10,498	-44%	-$1.36M	0.27%	89
2018 Q3	$3.22M	Sell	24,098 -3,277	-12%	-$443K	0.31%	53
2018 Q2	$3.48M	Buy	27,375 +2,689	+11%	+$357K	0.5%	46
2018 Q1	$3.38M	Buy	+24,686	New	+$3.58M	0.47%	54

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Frontier Wealth Management's CB Position: Q1 2020 in Review

Frontier Wealth Management sold out of Chubb (CB) in Q1 2020, closing a stake of 1,408 shares — an estimated $219K sold.

Frontier Wealth Management first reported a position in CB in Q1 2018 and held it in 8 quarters. The position peaked at $3.48M in Q2 2018. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

Frontier Wealth Management reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
Frontier Wealth Management sold 1,408 Chubb shares in Q1 2020, an estimated $219K.
Frontier Wealth Management first reported a position in Chubb in Q1 2018 and held it in 8 quarters.
Frontier Wealth Management's Chubb position peaked at $3.48M in Q2 2018.
1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.