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Kelleher Financial Advisors’s Chubb CB Stock Holding History

Kelleher Financial Advisors’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
Q1 		– Sell
-12,756
Closed -$1.69M – 92
2016
Q4 		$1.69M Sell
12,756
-150
-1% -$19.1K 0.94% 35
2016
Q3 		$1.62M Hold
12,906
– – 0.92% 38
2016
Q2 		$1.69M Sell
12,906
-320
-2% -$39.4K 1.02% 36
2016
Q1 		$1.57M Buy
+13,226
New +$1.52M 0.87% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelleher Financial Advisors's CB Position: Q1 2017 in Review

Kelleher Financial Advisors sold out of Chubb (CB) in Q1 2017, closing a stake of 12,756 shares — an estimated $1.69M sold.

Kelleher Financial Advisors first reported a position in CB in Q1 2016 and held it in 4 quarters. The position peaked at $1.69M in Q2 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Kelleher Financial Advisors reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 12,756 Chubb shares in Q1 2017, an estimated $1.69M.
  • Kelleher Financial Advisors first reported a position in Chubb in Q1 2016 and held it in 4 quarters.
  • Kelleher Financial Advisors's Chubb position peaked at $1.69M in Q2 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Kelleher Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.