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Kernodle & Katon Asset Management Group’s Chubb CB Stock Holding History

Kernodle & Katon Asset Management Group’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 		$1K Buy
+4
New +$538 ﹤0.01% 291
2016
Q4 		– Sell
-65
Closed -$8K – 288
2016
Q3 		$8K Hold
65
– – 0.01% 263
2016
Q2 		$8K Hold
65
– – 0.01% 223
2016
Q1 		$8K Buy
+65
New +$7.47K 0.01% 219

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

Kernodle & Katon Asset Management Group's CB Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group opened a new position in Chubb (CB) in Q1 2017: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Kernodle & Katon Asset Management Group previously reported a position in CB as recently as Q3 2016.

Kernodle & Katon Asset Management Group first reported a position in CB in Q1 2016 and has held it in 4 quarters since. The position peaked at $8K in Q3 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 4 shares of Chubb worth $1K as of Q1 2017.
  • Chubb was a new Kernodle & Katon Asset Management Group position in Q1 2017.
  • Chubb made up ﹤0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #291 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Chubb in Q1 2016 and has held it in 4 quarters since.
  • Kernodle & Katon Asset Management Group's Chubb position peaked at $8K in Q3 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.