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Miles Capital’s Chubb CB Stock Holding History

Miles Capital’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
Q3 		– Sell
-1,683
Closed -$214K – 187
2018
Q2 		$214K Sell
1,683
-26
-2% -$3.46K 0.13% 167
2018
Q1 		$234K Buy
1,709
+286
+20% +$41.4K 0.13% 175
2017
Q4 		$208K Sell
1,423
-12
-0.8% -$1.79K 0.12% 166
2017
Q3 		$205K Buy
+1,435
New +$208K 0.12% 166
2015
Q2 		– Sell
-5,880
Closed -$656K – 163
2015
Q1 		$656K Sell
5,880
-433
-7% -$48.7K 0.39% 63
2014
Q4 		$725K Sell
6,313
-121
-2% -$13.4K 0.39% 68
2014
Q3 		$675K Sell
6,434
-14
-0.2% -$1.46K 0.36% 63
2014
Q2 		$669K Sell
6,448
-5,169
-44% -$529K 0.34% 62
2014
Q1 		$1.15M Sell
11,617
-1,243
-10% -$121K 0.6% 49
2013
Q4 		$1.33M Buy
12,860
+1,874
+17% +$184K 0.65% 44
2013
Q3 		$1.03M Sell
10,986
-3,633
-25% -$332K 0.59% 45
2013
Q2 		$1.31M Buy
+14,619
New +$1.31M 0.6% 47

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Miles Capital's CB Position: Q3 2018 in Review

Miles Capital sold out of Chubb (CB) in Q3 2018, closing a stake of 1,683 shares — an estimated $214K sold.

Miles Capital first reported a position in CB in Q2 2013 and held it in 12 quarters. The position peaked at $1.33M in Q4 2013. 1,070 funds tracked by Wall St. Rank hold CB as of Q3 2018.

  • Miles Capital reported no remaining Chubb position as of Q3 2018 after selling out during the quarter.
  • Miles Capital sold 1,683 Chubb shares in Q3 2018, an estimated $214K.
  • Miles Capital first reported a position in Chubb in Q2 2013 and held it in 12 quarters.
  • Miles Capital's Chubb position peaked at $1.33M in Q4 2013.
  • 1,070 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.