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MinichMacGregor Wealth Management’s Chubb CB Stock Holding History

MinichMacGregor 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
2019
Q1 		– Sell
-14,545
Closed -$2.07M – 60
2018
Q4 		$2.07M Buy
14,545
+14,530
+96,867% +$1.88M 1.42% 27
2018
Q3 		$1K Sell
15
-11
-42% -$1.49K ﹤0.01% 471
2018
Q2 		$3K Buy
26
+5
+24% +$664 ﹤0.01% 418
2018
Q1 		$2K Sell
21
-8
-28% -$1.16K ﹤0.01% 419
2017
Q4 		$4K Buy
29
+2
+7% +$299 ﹤0.01% 382
2017
Q3 		$3K Hold
27
– – ﹤0.01% 371
2017
Q2 		$3K Sell
27
-63
-70% -$8.87K ﹤0.01% 370
2017
Q1 		$12K Sell
90
-7
-7% -$942 0.01% 244
2016
Q4 		$12K Buy
97
+17
+21% +$2.17K 0.01% 232
2016
Q3 		$10K Buy
80
+3
+4% +$381 0.01% 258
2016
Q2 		$10K Buy
77
+1
+1% +$123 0.01% 252
2016
Q1 		$9K Buy
+76
New +$8.73K 0.01% 261

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MinichMacGregor Wealth Management's CB Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of Chubb (CB) in Q1 2019, closing a stake of 14,545 shares — an estimated $2.07M sold.

MinichMacGregor Wealth Management first reported a position in CB in Q1 2016 and held it in 12 quarters. The position peaked at $2.07M in Q4 2018. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 14,545 Chubb shares in Q1 2019, an estimated $2.07M.
  • MinichMacGregor Wealth Management first reported a position in Chubb in Q1 2016 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Chubb position peaked at $2.07M in Q4 2018.
  • 1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.