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Physicians Financial Services’s Chubb CB Stock Holding History

Physicians Financial 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
Q1 		– Sell
-270
Closed -$34K – 134
2016
Q4 		$34K Hold
270
– – 0.03% 183
2016
Q3 		$34K Hold
270
– – 0.03% 175
2016
Q2 		$35K Buy
270
+160
+145% +$19.7K 0.03% 174
2016
Q1 		$13K Buy
+110
New +$12.6K 0.01% 205

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Physicians Financial Services's CB Position: Q1 2017 in Review

Physicians Financial Services sold out of Chubb (CB) in Q1 2017, closing a stake of 270 shares — an estimated $34K sold.

Physicians Financial Services first reported a position in CB in Q1 2016 and held it in 4 quarters. The position peaked at $35K in Q2 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Physicians Financial Services reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 270 Chubb shares in Q1 2017, an estimated $34K.
  • Physicians Financial Services first reported a position in Chubb in Q1 2016 and held it in 4 quarters.
  • Physicians Financial Services's Chubb position peaked at $35K in Q2 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.