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Mountain Capital Investment Advisors’s Chubb CB Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-37
Closed -$5K – 94
2017
Q3 		$5K Sell
37
-20
-35% -$2.89K ﹤0.01% 336
2017
Q2 		$8K Buy
+57
New +$8.02K 0.01% 318

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mountain Capital Investment Advisors's CB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Chubb (CB) in Q4 2017, closing a stake of 37 shares — an estimated $5K sold.

Mountain Capital Investment Advisors first reported a position in CB in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q2 2017. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 37 Chubb shares in Q4 2017, an estimated $5K.
  • Mountain Capital Investment Advisors first reported a position in Chubb in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Chubb position peaked at $8K in Q2 2017.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.