GWA
CB icon

Genesis Wealth Advisors’s Chubb CB Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$13.6K Hold
133
– – 0.01% 321
2015
Q1 		$14.9K Hold
133
– – 0.01% 318
2014
Q4 		$15.3K Buy
+133
New +$14.7K 0.01% 340

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Genesis Wealth Advisors's CB Position: Q2 2015 in Review

Genesis Wealth Advisors held its Chubb (CB) position steady in Q2 2015 at 133 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Genesis Wealth Advisors first reported a position in CB in Q4 2014 and has held it in 3 quarters since. The position peaked at $15.3K in Q4 2014. 604 funds tracked by Wall St. Rank hold CB as of Q2 2015.

  • Genesis Wealth Advisors held 133 shares of Chubb worth $13.6K as of Q2 2015.
  • Genesis Wealth Advisors left its Chubb share count unchanged in Q2 2015.
  • Chubb made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #321 holding.
  • Genesis Wealth Advisors first reported a position in Chubb in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Chubb position peaked at $15.3K in Q4 2014.
  • 604 funds tracked by Wall St. Rank held Chubb as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.