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Institute for Wealth Management’s Chubb CB Stock Holding History

Institute for 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
2019
Q1 		– Sell
-2,235
Closed -$289K – 454
2018
Q4 		$289K Buy
+2,235
New +$289K 0.12% 201

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Institute for Wealth Management's CB Position: Q1 2019 in Review

Institute for Wealth Management sold out of Chubb (CB) in Q1 2019, closing a stake of 2,235 shares — an estimated $289K sold.

Institute for Wealth Management first reported a position in CB in Q4 2018 and held it in 1 quarter. The position peaked at $289K in Q4 2018. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

  • Institute for Wealth Management reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 2,235 Chubb shares in Q1 2019, an estimated $289K.
  • Institute for Wealth Management first reported a position in Chubb in Q4 2018 and held it in 1 quarter.
  • Institute for Wealth Management's Chubb position peaked at $289K in Q4 2018.
  • 1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.