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Peloton Wealth Strategists’s Chubb CB Stock Holding History

Peloton Wealth Strategists’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
2016
Q1 		$2.15M Sell
18,085
-200
-1% -$23K 1.83% 24
2015
Q4 		$2.14M Sell
18,285
-500
-3% -$56.6K 1.84% 19
2015
Q3 		$1.94M Sell
18,785
-500
-3% -$52.3K 1.7% 20
2015
Q2 		$1.96M Sell
19,285
-615
-3% -$66.2K 1.56% 25
2015
Q1 		$2.22M Sell
19,900
-400
-2% -$45K 1.72% 23
2014
Q4 		$2.33M Sell
20,300
-400
-2% -$44.3K 1.77% 21
2014
Q3 		$2.17M Buy
+20,700
New +$2.16M 1.71% 24
2014
Q2 		– Sell
-21,050
Closed -$2.08M – 76
2014
Q1 		$2.08M Buy
+21,050
New +$2.04M 1.71% 22
2013
Q4 		– Sell
-21,950
Closed -$2.05M – 76
2013
Q3 		$2.05M Buy
21,950
+600
+3% +$54.8K 1.72% 24
2013
Q2 		$1.91M Buy
+21,350
New +$1.91M 1.72% 24

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return