R.M. Sincerbeaux Capital Management’s Chubb CB Stock Holding History

R.M. Sincerbeaux Capital 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
2018 Q2	–	Sell	-2,400	Closed	-$328K	–	55
2018 Q1	$328K	Hold	2,400	–	–	0.31%	44
2017 Q4	$351K	Hold	2,400	–	–	0.32%	42
2017 Q3	$342K	Hold	2,400	–	–	0.33%	44
2017 Q2	$349K	Hold	2,400	–	–	0.31%	46
2017 Q1	$327K	Hold	2,400	–	–	0.3%	47
2016 Q4	$317K	Hold	2,400	–	–	0.3%	49
2016 Q3	$302K	Hold	2,400	–	–	0.29%	49
2016 Q2	$313K	Hold	2,400	–	–	0.32%	48
2016 Q1	$286K	Hold	2,400	–	–	0.3%	50
2015 Q4	$280K	Hold	2,400	–	–	0.3%	47
2015 Q3	$248K	Hold	2,400	–	–	0.26%	49
2015 Q2	$244K	Hold	2,400	–	–	0.24%	48
2015 Q1	$268K	Hold	2,400	–	–	0.24%	48
2014 Q4	$276K	Hold	2,400	–	–	0.25%	49
2014 Q3	$252K	Hold	2,400	–	–	0.23%	54
2014 Q2	$249K	Hold	2,400	–	–	0.23%	55
2014 Q1	$238K	Hold	2,400	–	–	0.23%	55
2013 Q4	$248K	Buy	+2,400	New	+$236K	0.24%	55

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's CB Position: Q2 2018 in Review

R.M. Sincerbeaux Capital Management sold out of Chubb (CB) in Q2 2018, closing a stake of 2,400 shares — an estimated $328K sold.

R.M. Sincerbeaux Capital Management first reported a position in CB in Q4 2013 and held it in 18 quarters. The position peaked at $351K in Q4 2017. 1,052 funds tracked by Wall St. Rank hold CB as of Q2 2018.

R.M. Sincerbeaux Capital Management reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
R.M. Sincerbeaux Capital Management sold 2,400 Chubb shares in Q2 2018, an estimated $328K.
R.M. Sincerbeaux Capital Management first reported a position in Chubb in Q4 2013 and held it in 18 quarters.
R.M. Sincerbeaux Capital Management's Chubb position peaked at $351K in Q4 2017.
1,052 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2018, filed 31 Jul 2018.