FWM
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return