Monroe Bank & Trust’s Chubb CB Stock Holding History

Monroe Bank & Trust’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
2017 Q1	–	Sell	-66	Closed	-$9K	–	273
2016 Q4	$9K	Buy	+66	New	+$8.41K	﹤0.01%	266
2016 Q2	–	Sell	-66	Closed	-$8K	–	153
2016 Q1	$8K	Buy	+66	New	+$7.58K	﹤0.01%	297

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Monroe Bank & Trust's CB Position: Q1 2017 in Review

Monroe Bank & Trust sold out of Chubb (CB) in Q1 2017, closing a stake of 66 shares — an estimated $9K sold.

Monroe Bank & Trust first reported a position in CB in Q1 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

Monroe Bank & Trust reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
Monroe Bank & Trust sold 66 Chubb shares in Q1 2017, an estimated $9K.
Monroe Bank & Trust first reported a position in Chubb in Q1 2016 and held it in 2 quarters.
Monroe Bank & Trust's Chubb position peaked at $9K in Q4 2016.
972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Monroe Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.