Loeb Partners Corp’s Chubb CB Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-15,700	Closed	-$2.03M	–	163
2018 Q4	$2.03M	Hold	15,700	–	–	0.94%	31
2018 Q3	$2.1M	Sell	15,700 -200	-1%	-$27.1K	0.77%	39
2018 Q2	$2.02M	Sell	15,900 -6,700	-30%	-$890K	0.51%	55
2018 Q1	$2.59M	Sell	22,600 -500	-2%	-$72.4K	1.12%	32
2017 Q4	$3.38M	Sell	23,100 -6,000	-21%	-$896K	1%	38
2017 Q3	$4.15M	Sell	29,100 -4,500	-13%	-$651K	1.27%	28
2017 Q2	$4.88M	Hold	33,600	–	–	1.4%	25
2017 Q1	$4.58M	Buy	33,600 +400	+1%	+$53.8K	1.38%	22
2016 Q4	$4.39M	Sell	33,200 -3,009	-8%	-$384K	1.48%	21
2016 Q3	$4.55M	Hold	36,209	–	–	1.62%	19
2016 Q2	$4.73M	Sell	36,209 -1,191	-3%	-$147K	1.56%	21
2016 Q1	$4.46M	Buy	37,400 +10,600	+40%	+$1.22M	1.59%	18
2015 Q4	$3.13M	Buy	+26,800	New	+$3.03M	1%	27
2014 Q2	–	Sell	-5,000	Closed	-$495K	–	185
2014 Q1	$495K	Hold	5,000	–	–	0.17%	119
2013 Q4	$518K	Buy	+5,000	New	+$491K	0.17%	120

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Loeb Partners Corp's CB Position: Q1 2019 in Review

Loeb Partners Corp sold out of Chubb (CB) in Q1 2019, closing a stake of 15,700 shares — an estimated $2.03M sold.

Loeb Partners Corp first reported a position in CB in Q4 2013 and held it in 15 quarters. The position peaked at $4.88M in Q2 2017. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

Loeb Partners Corp reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 15,700 Chubb shares in Q1 2019, an estimated $2.03M.
Loeb Partners Corp first reported a position in Chubb in Q4 2013 and held it in 15 quarters.
Loeb Partners Corp's Chubb position peaked at $4.88M in Q2 2017.
1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.