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Karp Capital Management’s Chubb CB Stock Holding History

Karp Capital 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
Q3 		– Sell
-16,499
Closed -$2.4M – 109
2017
Q2 		$2.4M Buy
16,499
+114
+0.7% +$16K 1.19% 39
2017
Q1 		$2.23M Sell
16,385
-733
-4% -$98.6K 1.26% 37
2016
Q4 		$2.26M Sell
17,118
-417
-2% -$53.2K 1.49% 31
2016
Q3 		$2.2M Sell
17,535
-474
-3% -$60.1K 1.41% 32
2016
Q2 		$2.35M Buy
+18,009
New +$2.22M 1.57% 28
2015
Q4 		– Sell
-302
Closed -$31K – 125
2015
Q3 		$31K Hold
302
– – 0.02% 203
2015
Q2 		$31K Hold
302
– – 0.02% 208
2015
Q1 		$34K Hold
302
– – 0.02% 201
2014
Q4 		$35K Buy
+302
New +$33.4K 0.03% 184

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Karp Capital Management's CB Position: Q3 2017 in Review

Karp Capital Management sold out of Chubb (CB) in Q3 2017, closing a stake of 16,499 shares — an estimated $2.4M sold.

Karp Capital Management first reported a position in CB in Q4 2014 and held it in 9 quarters. The position peaked at $2.4M in Q2 2017. 999 funds tracked by Wall St. Rank hold CB as of Q3 2017.

  • Karp Capital Management reported no remaining Chubb position as of Q3 2017 after selling out during the quarter.
  • Karp Capital Management sold 16,499 Chubb shares in Q3 2017, an estimated $2.4M.
  • Karp Capital Management first reported a position in Chubb in Q4 2014 and held it in 9 quarters.
  • Karp Capital Management's Chubb position peaked at $2.4M in Q2 2017.
  • 999 funds tracked by Wall St. Rank held Chubb as of Q3 2017.

Based on Karp Capital Management's 13F filing for Q3 2017, filed 30 Oct 2017.