Gupta Wealth Management’s Chubb CB Stock Holding History

Gupta 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
2016 Q1	$35K	Buy	297 +94	+46%	+$10.8K	0.01%	516
2015 Q4	$24K	Hold	203	–	–	0.01%	607
2015 Q3	$21K	Hold	203	–	–	0.01%	670
2015 Q2	$21K	Buy	203 +177	+681%	+$19.1K	0.01%	718
2015 Q1	$3K	Buy	+26	New	+$2.92K	﹤0.01%	948

Other funds holding CB

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Gupta Wealth Management's CB Position: Q1 2016 in Review

Gupta Wealth Management increased its Chubb (CB) stake by 46% in Q1 2016, buying an estimated $10.8K and bringing the position to 297 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #516.

Gupta Wealth Management first reported a position in CB in Q1 2015 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Gupta Wealth Management held 297 shares of Chubb worth $35K as of Q1 2016.
Gupta Wealth Management bought 94 Chubb shares in Q1 2016, an estimated $10.8K.
Chubb made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #516 holding.
Gupta Wealth Management first reported a position in Chubb in Q1 2015 and has held it in 5 quarters since.
891 funds tracked by Wall St. Rank held Chubb as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.