Parasol Investment Management’s Chubb CB Stock Holding History

Parasol Investment Management’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 Q1	$12K	Sell	90 -345	-79%	-$46.4K	0.02%	74
2016 Q4	$57K	Hold	435	–	–	0.06%	93
2016 Q3	$55K	Buy	435 +150	+53%	+$19K	0.06%	91
2016 Q2	$37K	Hold	285	–	–	0.04%	107
2016 Q1	$34K	Buy	285 +215	+307%	+$24.7K	0.03%	105
2015 Q4	$8K	Hold	70	–	–	0.01%	136
2015 Q3	$7K	Hold	70	–	–	0.01%	144
2015 Q2	$7K	Hold	70	–	–	﹤0.01%	209
2015 Q1	$8K	Hold	70	–	–	0.01%	210
2014 Q4	$8K	Hold	70	–	–	0.01%	235
2014 Q3	$7K	Buy	+70	New	+$7.3K	﹤0.01%	224

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Parasol Investment Management's CB Position: Q1 2017 in Review

Parasol Investment Management reduced its Chubb (CB) stake by 79% in Q1 2017, selling an estimated $46.4K and leaving 90 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #74.

Parasol Investment Management first reported a position in CB in Q3 2014 and has held it in 11 quarters since. The position peaked at $57K in Q4 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

Parasol Investment Management held 90 shares of Chubb worth $12K as of Q1 2017.
Parasol Investment Management sold 345 Chubb shares in Q1 2017, an estimated $46.4K.
Chubb made up 0.02% of Parasol Investment Management's portfolio in Q1 2017, its #74 holding.
Parasol Investment Management first reported a position in Chubb in Q3 2014 and has held it in 11 quarters since.
Parasol Investment Management's Chubb position peaked at $57K in Q4 2016.
972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.