Private Vista’s Chubb CB Stock Holding History

Private Vista’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 Q4	–	Sell	-2,887	Closed	-$360K	–	63
2016 Q3	$360K	Hold	2,887	–	–	0.09%	52
2016 Q2	$376K	Hold	2,887	–	–	0.13%	38
2016 Q1	$341K	Buy	+2,887	New	+$332K	0.12%	31

Other funds holding CB

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Private Vista's CB Position: Q4 2016 in Review

Private Vista sold out of Chubb (CB) in Q4 2016, closing a stake of 2,887 shares — an estimated $360K sold.

Private Vista first reported a position in CB in Q1 2016 and held it in 3 quarters. The position peaked at $376K in Q2 2016. 998 funds tracked by Wall St. Rank hold CB as of Q4 2016.

Private Vista reported no remaining Chubb position as of Q4 2016 after selling out during the quarter.
Private Vista sold 2,887 Chubb shares in Q4 2016, an estimated $360K.
Private Vista first reported a position in Chubb in Q1 2016 and held it in 3 quarters.
Private Vista's Chubb position peaked at $376K in Q2 2016.
998 funds tracked by Wall St. Rank held Chubb as of Q4 2016.

Based on Private Vista's 13F filing for Q4 2016, filed 13 Feb 2017.