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Northstar Wealth Partners’s Chubb CB Stock Holding History

Northstar Wealth Partners’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
Q3 		– Sell
-2,045
Closed -$297K – 128
2017
Q2 		$297K Hold
2,045
– – 0.27% 104
2017
Q1 		$280K Buy
+2,045
New +$275K 0.26% 104

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Fidelity Investments
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northstar Wealth Partners's CB Position: Q3 2017 in Review

Northstar Wealth Partners sold out of Chubb (CB) in Q3 2017, closing a stake of 2,045 shares — an estimated $297K sold.

Northstar Wealth Partners first reported a position in CB in Q1 2017 and held it in 2 quarters. The position peaked at $297K in Q2 2017. 999 funds tracked by Wall St. Rank hold CB as of Q3 2017.

  • Northstar Wealth Partners reported no remaining Chubb position as of Q3 2017 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,045 Chubb shares in Q3 2017, an estimated $297K.
  • Northstar Wealth Partners first reported a position in Chubb in Q1 2017 and held it in 2 quarters.
  • Northstar Wealth Partners's Chubb position peaked at $297K in Q2 2017.
  • 999 funds tracked by Wall St. Rank held Chubb as of Q3 2017.

Based on Northstar Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.