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KCS Wealth Advisory’s Chubb CB Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-867
Closed -$140K – 185
2019
Q3 		$140K Buy
+867
New +$134K 0.1% 174
2018
Q1 		– Sell
-1,712
Closed -$250K – 168
2017
Q4 		$250K Buy
+1,712
New +$256K 0.24% 139

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

KCS Wealth Advisory's CB Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Chubb (CB) in Q4 2019, closing a stake of 867 shares — an estimated $140K sold.

KCS Wealth Advisory first reported a position in CB in Q4 2017 and held it in 2 quarters. The position peaked at $250K in Q4 2017. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 867 Chubb shares in Q4 2019, an estimated $140K.
  • KCS Wealth Advisory first reported a position in Chubb in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Chubb position peaked at $250K in Q4 2017.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.