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Rezny Wealth Management’s Chubb CB Stock Holding History

Rezny Wealth 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
2015
Q4 		– Sell
-33
Closed -$3K – 54
2015
Q3 		$3K Buy
33
+8
+32% +$837 ﹤0.01% 61
2015
Q2 		$2K Buy
+25
New +$2.69K ﹤0.01% 80

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rezny Wealth Management's CB Position: Q4 2015 in Review

Rezny Wealth Management sold out of Chubb (CB) in Q4 2015, closing a stake of 33 shares — an estimated $3K sold.

Rezny Wealth Management first reported a position in CB in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 655 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Rezny Wealth Management reported no remaining Chubb position as of Q4 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 33 Chubb shares in Q4 2015, an estimated $3K.
  • Rezny Wealth Management first reported a position in Chubb in Q2 2015 and held it in 2 quarters.
  • Rezny Wealth Management's Chubb position peaked at $3K in Q3 2015.
  • 655 funds tracked by Wall St. Rank held Chubb as of Q4 2015.

Based on Rezny Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.