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National Planning Corporation’s Chubb CB Stock Holding History

National Planning Corporation’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
-1,449
Closed -$207K – 119
2017
Q3 		$207K Sell
1,449
-1,014
-41% -$147K 0.02% 624
2017
Q2 		$361K Buy
2,463
+66
+3% +$9.29K 0.03% 500
2017
Q1 		$329K Buy
2,397
+616
+35% +$82.9K 0.02% 485
2016
Q4 		$233K Sell
1,781
-1,229
-41% -$157K 0.02% 570
2016
Q3 		$375K Sell
3,010
-190
-6% -$24.1K 0.03% 428
2016
Q2 		$400K Buy
3,200
+685
+27% +$84.4K 0.03% 423
2016
Q1 		$308K Buy
+2,515
New +$289K 0.03% 462
2015
Q1 		– Sell
-630
Closed -$71.3K – 844
2014
Q4 		$71.3K Buy
+630
New +$69.7K 0.01% 1082

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

National Planning Corporation's CB Position: Q4 2017 in Review

National Planning Corporation sold out of Chubb (CB) in Q4 2017, closing a stake of 1,449 shares — an estimated $207K sold.

National Planning Corporation first reported a position in CB in Q4 2014 and held it in 8 quarters. The position peaked at $400K in Q2 2016. 1,074 funds tracked by Wall St. Rank hold CB as of Q4 2017.

  • National Planning Corporation reported no remaining Chubb position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 1,449 Chubb shares in Q4 2017, an estimated $207K.
  • National Planning Corporation first reported a position in Chubb in Q4 2014 and held it in 8 quarters.
  • National Planning Corporation's Chubb position peaked at $400K in Q2 2016.
  • 1,074 funds tracked by Wall St. Rank held Chubb as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.