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Hollow Brook Wealth Management’s Chubb CB Stock Holding History

Hollow Brook 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
2017
Q1 		– Sell
-14,795
Closed -$1.96M – 42
2016
Q4 		$1.96M Buy
14,795
+832
+6% +$106K 1.21% 25
2016
Q3 		$1.75M Buy
+13,963
New +$1.77M 1.04% 26

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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hollow Brook Wealth Management's CB Position: Q1 2017 in Review

Hollow Brook Wealth Management sold out of Chubb (CB) in Q1 2017, closing a stake of 14,795 shares — an estimated $1.96M sold.

Hollow Brook Wealth Management first reported a position in CB in Q3 2016 and held it in 2 quarters. The position peaked at $1.96M in Q4 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Hollow Brook Wealth Management reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 14,795 Chubb shares in Q1 2017, an estimated $1.96M.
  • Hollow Brook Wealth Management first reported a position in Chubb in Q3 2016 and held it in 2 quarters.
  • Hollow Brook Wealth Management's Chubb position peaked at $1.96M in Q4 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.