LBA Wealth Management’s Chubb CB Stock Holding History

LBA Wealth 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 Q1	$2K	Hold	18	–	–	﹤0.01%	400
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	403
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	410
2016 Q2	$2K	Hold	18	–	–	﹤0.01%	395
2016 Q1	$2K	Buy	+18	New	+$2.07K	﹤0.01%	387
2014 Q4	–	Sell	-277	Closed	-$29K	–	305
2014 Q3	$29K	Buy	+277	New	+$28.9K	0.02%	196

Other funds holding CB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

LBA Wealth Management's CB Position: Q1 2017 in Review

LBA Wealth Management held its Chubb (CB) position steady in Q1 2017 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

LBA Wealth Management first reported a position in CB in Q3 2014 and has held it in 6 quarters since. The position peaked at $29K in Q3 2014. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

LBA Wealth Management held 18 shares of Chubb worth $2K as of Q1 2017.
LBA Wealth Management left its Chubb share count unchanged in Q1 2017.
Chubb made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #400 holding.
LBA Wealth Management first reported a position in Chubb in Q3 2014 and has held it in 6 quarters since.
LBA Wealth Management's Chubb position peaked at $29K in Q3 2014.
972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.