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Guidant Wealth Advisors’s Chubb CB Stock Holding History

Guidant 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
2018
Q4 		– Sell
-12
Closed -$1K – 241
2018
Q3 		$1K Hold
12
– – ﹤0.01% 190
2018
Q2 		$1K Buy
+12
New +$1.59K ﹤0.01% 194

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guidant Wealth Advisors's CB Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Chubb (CB) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in CB in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 1,082 funds tracked by Wall St. Rank hold CB as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Chubb position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 12 Chubb shares in Q4 2018, an estimated $1K.
  • Guidant Wealth Advisors first reported a position in Chubb in Q2 2018 and held it in 2 quarters.
  • Guidant Wealth Advisors's Chubb position peaked at $1K in Q3 2018.
  • 1,082 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.