Integrated Wealth Management’s Chubb CB Stock Holding History

Integrated Wealth Management’s Portfolio CB Stock Details CB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$340K	Buy
2016 Q4	$313K	Sell
2016 Q3	$308K	Sell
2016 Q2	$339K	Sell
2016 Q1	$384K	Buy
2015 Q4	–	Sell
2015 Q3	$359K	Sell
2015 Q2	$541K	Sell
2015 Q1	$666K	Buy