Newfound Research’s Chubb CB Stock Holding History

Newfound Research’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
2018 Q1	–	Sell	-1	Closed	–	–	179
2017 Q4	$0	Hold	1	–	–	﹤0.01%	192
2017 Q3	$0	Hold	1	–	–	﹤0.01%	184
2017 Q2	$0	Buy	+1	New	+$141	﹤0.01%	181

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Newfound Research's CB Position: Q1 2018 in Review

Newfound Research sold out of Chubb (CB) in Q1 2018, closing a stake of 1 share.

Newfound Research first reported a position in CB in Q2 2017 and held it in 3 quarters. The position peaked at $0 in Q4 2017. 1,082 funds tracked by Wall St. Rank hold CB as of Q1 2018.

Newfound Research reported no remaining Chubb position as of Q1 2018 after selling out during the quarter.
Newfound Research sold 1 Chubb share in Q1 2018.
Newfound Research first reported a position in Chubb in Q2 2017 and held it in 3 quarters.
Newfound Research's Chubb position peaked at $0 in Q4 2017.
1,082 funds tracked by Wall St. Rank held Chubb as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.