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Leonetti & Associates’s Chubb CB Stock Holding History

Leonetti & Associates’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
Q3 		– Sell
-60,175
Closed -$8.75M – 44
2017
Q2 		$8.75M Sell
60,175
-875
-1% -$123K 2.47% 12
2017
Q1 		$8.32M Sell
61,050
-4,650
-7% -$625K 2.42% 13
2016
Q4 		$8.68M Buy
+65,700
New +$8.38M 2.56% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leonetti & Associates's CB Position: Q3 2017 in Review

Leonetti & Associates sold out of Chubb (CB) in Q3 2017, closing a stake of 60,175 shares — an estimated $8.75M sold.

Leonetti & Associates first reported a position in CB in Q4 2016 and held it in 3 quarters. The position peaked at $8.75M in Q2 2017. 999 funds tracked by Wall St. Rank hold CB as of Q3 2017.

  • Leonetti & Associates reported no remaining Chubb position as of Q3 2017 after selling out during the quarter.
  • Leonetti & Associates sold 60,175 Chubb shares in Q3 2017, an estimated $8.75M.
  • Leonetti & Associates first reported a position in Chubb in Q4 2016 and held it in 3 quarters.
  • Leonetti & Associates's Chubb position peaked at $8.75M in Q2 2017.
  • 999 funds tracked by Wall St. Rank held Chubb as of Q3 2017.

Based on Leonetti & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.