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McKinley Carter Wealth Services’s Chubb CB Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-334
Closed -$46K – 193
2018
Q1 		$46K Buy
+334
New +$48.4K 0.02% 266

Other funds holding CB

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

McKinley Carter Wealth Services's CB Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Chubb (CB) in Q2 2018, closing a stake of 334 shares — an estimated $46K sold.

McKinley Carter Wealth Services first reported a position in CB in Q1 2018 and held it in 1 quarter. The position peaked at $46K in Q1 2018. 1,053 funds tracked by Wall St. Rank hold CB as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 334 Chubb shares in Q2 2018, an estimated $46K.
  • McKinley Carter Wealth Services first reported a position in Chubb in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Chubb position peaked at $46K in Q1 2018.
  • 1,053 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.