Gideon Capital Advisors’s Chubb CB Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-13,636	Closed	-$2.01M	–	297
2019 Q2	$2.01M	Buy	+13,636	New	+$1.97M	0.69%	31
2018 Q4	–	Sell	-1,957	Closed	-$262K	–	386
2018 Q3	$262K	Buy	+1,957	New	+$265K	0.12%	269
2017 Q4	–	Sell	-1,980	Closed	-$282K	–	303
2017 Q3	$282K	Buy	+1,980	New	+$287K	0.28%	158
2015 Q3	–	Sell	-39,260	Closed	-$3.99M	–	232
2015 Q2	$3.99M	Buy	39,260 +16,750	+74%	+$1.8M	1.65%	5
2015 Q1	$2.51M	Buy	22,510 +5,527	+33%	+$621K	1.01%	18
2014 Q4	$1.95M	Buy	+16,983	New	+$1.88M	0.92%	28
2014 Q3	–	Sell	-15,328	Closed	-$1.59M	–	277
2014 Q2	$1.59M	Buy	15,328 +1,617	+12%	+$166K	0.58%	57
2014 Q1	$1.36M	Buy	13,711 +9,835	+254%	+$954K	0.75%	39
2013 Q4	$401K	Buy	+3,876	New	+$381K	0.24%	118

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gideon Capital Advisors's CB Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Chubb (CB) in Q3 2019, closing a stake of 13,636 shares — an estimated $2.01M sold.

Gideon Capital Advisors first reported a position in CB in Q4 2013 and held it in 9 quarters. The position peaked at $3.99M in Q2 2015. 1,134 funds tracked by Wall St. Rank hold CB as of Q3 2019.

Gideon Capital Advisors reported no remaining Chubb position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 13,636 Chubb shares in Q3 2019, an estimated $2.01M.
Gideon Capital Advisors first reported a position in Chubb in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Chubb position peaked at $3.99M in Q2 2015.
1,134 funds tracked by Wall St. Rank held Chubb as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.