MBE Wealth Management’s Chubb CB Stock Holding History

MBE 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
2020 Q2	–	Sell	-29	Closed	-$3K	–	116
2020 Q1	$3K	Buy	+29	New	+$4.16K	﹤0.01%	416

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

MBE Wealth Management's CB Position: Q2 2020 in Review

MBE Wealth Management sold out of Chubb (CB) in Q2 2020, closing a stake of 29 shares — an estimated $3K sold.

MBE Wealth Management first reported a position in CB in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 1,070 funds tracked by Wall St. Rank hold CB as of Q2 2020.

MBE Wealth Management reported no remaining Chubb position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 29 Chubb shares in Q2 2020, an estimated $3K.
MBE Wealth Management first reported a position in Chubb in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Chubb position peaked at $3K in Q1 2020.
1,070 funds tracked by Wall St. Rank held Chubb as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.