Mercer Capital Advisers’s Chubb CB Stock Holding History

Mercer Capital Advisers’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 Q4	–	Sell	-61	Closed	-$10K	–	195
2019 Q3	$10K	Buy	61 +1	+2%	+$155	0.01%	195
2019 Q2	$9K	Hold	60	–	–	0.01%	205
2019 Q1	$9K	Sell	60 -22	-27%	-$2.93K	0.01%	206
2018 Q4	$11K	Hold	82	–	–	0.01%	199
2018 Q3	$11K	Hold	82	–	–	0.01%	208
2018 Q2	$10K	Hold	82	–	–	0.01%	218
2018 Q1	$11K	Buy	82 +22	+37%	+$3.19K	0.01%	209
2017 Q4	$9K	Hold	60	–	–	0.01%	218
2017 Q3	$9K	Sell	60 -180	-75%	-$26K	0.01%	222
2017 Q2	$35K	Hold	240	–	–	0.03%	182
2017 Q1	$33K	Hold	240	–	–	0.03%	184
2016 Q4	$32K	Hold	240	–	–	0.03%	188
2016 Q3	$32K	Sell	240 -14	-6%	-$1.78K	0.03%	192
2016 Q2	$33K	Hold	254	–	–	0.03%	184
2016 Q1	$30K	Buy	254 +180	+243%	+$20.7K	0.03%	183
2015 Q4	$9K	Buy	+74	New	+$8.37K	0.01%	245

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

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

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

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

Mercer Capital Advisers's CB Position: Q4 2019 in Review

Mercer Capital Advisers sold out of Chubb (CB) in Q4 2019, closing a stake of 61 shares — an estimated $10K sold.

Mercer Capital Advisers first reported a position in CB in Q4 2015 and held it in 16 quarters. The position peaked at $35K in Q2 2017. 1,205 funds tracked by Wall St. Rank hold CB as of Q4 2019.

Mercer Capital Advisers reported no remaining Chubb position as of Q4 2019 after selling out during the quarter.
Mercer Capital Advisers sold 61 Chubb shares in Q4 2019, an estimated $10K.
Mercer Capital Advisers first reported a position in Chubb in Q4 2015 and held it in 16 quarters.
Mercer Capital Advisers's Chubb position peaked at $35K in Q2 2017.
1,205 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Mercer Capital Advisers's 13F filing for Q4 2019, filed 24 Jan 2020.