KWMG LLC’s Chubb CB Stock Holding History

KWMG LLC’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 Q2	–	Sell	-85	Closed	-$12K	–	164
2019 Q1	$12K	Buy	85 +6	+8%	+$798	﹤0.01%	270
2018 Q4	$10K	Sell	79 -4	-5%	-$517	﹤0.01%	288
2018 Q3	$11K	Hold	83	–	–	﹤0.01%	278
2018 Q2	$11K	Buy	+83	New	+$11K	﹤0.01%	273

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KWMG LLC's CB Position: Q2 2019 in Review

KWMG LLC sold out of Chubb (CB) in Q2 2019, closing a stake of 85 shares — an estimated $12K sold.

KWMG LLC first reported a position in CB in Q2 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

KWMG LLC reported no remaining Chubb position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 85 Chubb shares in Q2 2019, an estimated $12K.
KWMG LLC first reported a position in Chubb in Q2 2018 and held it in 4 quarters.
KWMG LLC's Chubb position peaked at $12K in Q1 2019.
1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.