IberiaBank’s Chubb CB Stock Holding History

IberiaBank’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
2020 Q1	–	Sell	-1,772	Closed	-$276K	–	212
2019 Q4	$276K	Sell	1,772 -63	-3%	-$9.64K	0.03%	200
2019 Q3	$296K	Sell	1,835 -1,361	-43%	-$211K	0.03%	192
2019 Q2	$471K	Buy	+3,196	New	+$461K	0.05%	166

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

IberiaBank's CB Position: Q1 2020 in Review

IberiaBank sold out of Chubb (CB) in Q1 2020, closing a stake of 1,772 shares — an estimated $276K sold.

IberiaBank first reported a position in CB in Q2 2019 and held it in 3 quarters. The position peaked at $471K in Q2 2019. 1,097 funds tracked by Wall St. Rank hold CB as of Q1 2020.

IberiaBank reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
IberiaBank sold 1,772 Chubb shares in Q1 2020, an estimated $276K.
IberiaBank first reported a position in Chubb in Q2 2019 and held it in 3 quarters.
IberiaBank's Chubb position peaked at $471K in Q2 2019.
1,097 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.