MKD Wealth Coaches’s Chubb CB Stock Holding History

MKD Wealth Coaches’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 Q3	–	Sell	-781	Closed	-$23K	–	75
2019 Q2	$23K	Buy	781 +632	+424%	+$91.3K	0.02%	122
2019 Q1	$21K	Buy	+149	New	+$19.8K	0.02%	120

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

MKD Wealth Coaches's CB Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Chubb (CB) in Q3 2019, closing a stake of 781 shares — an estimated $23K sold.

MKD Wealth Coaches first reported a position in CB in Q1 2019 and held it in 2 quarters. The position peaked at $23K in Q2 2019. 1,133 funds tracked by Wall St. Rank hold CB as of Q3 2019.

MKD Wealth Coaches reported no remaining Chubb position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 781 Chubb shares in Q3 2019, an estimated $23K.
MKD Wealth Coaches first reported a position in Chubb in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's Chubb position peaked at $23K in Q2 2019.
1,133 funds tracked by Wall St. Rank held Chubb as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.