PAS
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Partnervest Advisory Services’s Chubb CB Stock Holding History

Partnervest Advisory Services’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
-2,860
Closed -$416K – 187
2017
Q2 		$416K Buy
2,860
+178
+7% +$25.1K 0.19% 114
2017
Q1 		$365K Sell
2,682
-3
-0.1% -$404 0.16% 126
2016
Q4 		$355K Sell
2,685
-93
-3% -$11.9K 0.16% 125
2016
Q3 		$349K Sell
2,778
-65
-2% -$8.25K 0.16% 131
2016
Q2 		$372K Buy
2,843
+64
+2% +$7.89K 0.18% 113
2016
Q1 		$331K Buy
+2,779
New +$319K 0.18% 123
2014
Q3 		– Sell
-93
Closed -$10K – 241
2014
Q2 		$10K Hold
93
– – ﹤0.01% 688
2014
Q1 		$9K Buy
93
+7
+8% +$679 ﹤0.01% 668
2013
Q4 		$9K Buy
86
+42
+95% +$4.13K ﹤0.01% 658
2013
Q3 		$4K Buy
+44
New +$4.02K ﹤0.01% 827

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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 $1.47T 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