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Independent Portfolio Consultants’s Chubb CB Stock Holding History

Independent Portfolio Consultants’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
Q2 		$197K Buy
1,353
+523
+63% +$73.6K 0.08% 291
2017
Q1 		$113K Sell
830
-214
-20% -$28.8K 0.04% 421
2016
Q4 		$138K Buy
1,044
+269
+35% +$34.3K 0.05% 382
2016
Q3 		$97K Sell
775
-85
-10% -$10.8K 0.03% 449
2016
Q2 		$112K Sell
860
-90
-9% -$11.1K 0.04% 432
2016
Q1 		$113K Buy
950
+695
+273% +$79.9K 0.03% 454
2015
Q4 		$30K Buy
255
+90
+55% +$10.2K 0.01% 640
2015
Q3 		$17K Hold
165
– – ﹤0.01% 681
2015
Q2 		$17K Buy
165
+121
+275% +$13K ﹤0.01% 721
2015
Q1 		$5K Buy
+44
New +$4.95K ﹤0.01% 766

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Independent Portfolio Consultants's CB Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Chubb (CB) stake by 63% in Q2 2017, buying an estimated $73.6K and bringing the position to 1,353 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #291.

Independent Portfolio Consultants first reported a position in CB in Q1 2015 and has held it in 10 quarters since. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

  • Independent Portfolio Consultants held 1,353 shares of Chubb worth $197K as of Q2 2017.
  • Independent Portfolio Consultants bought 523 Chubb shares in Q2 2017, an estimated $73.6K.
  • Chubb made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #291 holding.
  • Independent Portfolio Consultants first reported a position in Chubb in Q1 2015 and has held it in 10 quarters since.
  • 980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.