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NWQ Investment Management Company’s Chubb CB Stock Holding History

NWQ Investment Management Company’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
-1,371
Closed -$200K – 179
2017
Q4 		$200K Sell
1,371
-569
-29% -$85K ﹤0.01% 194
2017
Q3 		$277K Sell
1,940
-47
-2% -$6.8K ﹤0.01% 187
2017
Q2 		$289K Hold
1,987
– – ﹤0.01% 182
2017
Q1 		$271K Hold
1,987
– – ﹤0.01% 179
2016
Q4 		$263K Buy
+1,987
New +$253K ﹤0.01% 194

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWQ Investment Management Company's CB Position: Q1 2018 in Review

NWQ Investment Management Company sold out of Chubb (CB) in Q1 2018, closing a stake of 1,371 shares — an estimated $200K sold.

NWQ Investment Management Company first reported a position in CB in Q4 2016 and held it in 5 quarters. The position peaked at $289K in Q2 2017. 1,082 funds tracked by Wall St. Rank hold CB as of Q1 2018.

  • NWQ Investment Management Company reported no remaining Chubb position as of Q1 2018 after selling out during the quarter.
  • NWQ Investment Management Company sold 1,371 Chubb shares in Q1 2018, an estimated $200K.
  • NWQ Investment Management Company first reported a position in Chubb in Q4 2016 and held it in 5 quarters.
  • NWQ Investment Management Company's Chubb position peaked at $289K in Q2 2017.
  • 1,082 funds tracked by Wall St. Rank held Chubb as of Q1 2018.

Based on NWQ Investment Management Company's 13F filing for Q1 2018, filed 14 May 2018.