O'Brien Wealth Partners’s Chubb CB Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-28	Closed	-$4K	–	69
2018 Q3	$4K	Buy	+28	New	+$3.79K	﹤0.01%	165

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

O'Brien Wealth Partners's CB Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Chubb (CB) in Q4 2018, closing a stake of 28 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in CB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold CB as of Q4 2018.

O'Brien Wealth Partners reported no remaining Chubb position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 28 Chubb shares in Q4 2018, an estimated $4K.
O'Brien Wealth Partners first reported a position in Chubb in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Chubb position peaked at $4K in Q3 2018.
1,083 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.