RWA
CB

Ropes Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

Ropes Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-9,029
Closed -$1.2M – 559
2015
Q4 		$1.2M Buy
9,029
+165
+2% +$21.9K 0.53% 45
2015
Q3 		$1.09M Buy
8,864
+523
+6% +$64.1K 0.57% 40
2015
Q2 		$794K Sell
8,341
-50
-0.6% -$4.76K 0.43% 48
2015
Q1 		$848K Buy
+8,391
New +$848K 0.44% 51