RPg Family Wealth Advisory’s Chubb CB Stock Holding History

RPg Family Wealth Advisory’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	-142	Closed	-$19.4K	–	237
2018 Q1	$19.4K	Buy	+142	New	+$20.6K	0.02%	197
2017 Q4	–	Sell	-284	Closed	-$40.5K	–	276
2017 Q3	$40.5K	Sell	284 -144	-34%	-$20.8K	0.03%	157
2017 Q2	$62.2K	Buy	428 +266	+164%	+$37.4K	0.05%	115
2017 Q1	$22.1K	Sell	162 -226	-58%	-$30.4K	0.02%	202
2016 Q4	$51.3K	Sell	388 -22	-5%	-$2.81K	0.04%	118
2016 Q3	$51.5K	Buy	410 +205	+100%	+$26K	0.04%	116
2016 Q2	$26.8K	Sell	205 -46	-18%	-$5.67K	0.01%	170
2016 Q1	$29.9K	Buy	+251	New	+$28.8K	0.02%	154

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RPg Family Wealth Advisory's CB Position: Q2 2018 in Review

RPg Family Wealth Advisory sold out of Chubb (CB) in Q2 2018, closing a stake of 142 shares — an estimated $19.4K sold.

RPg Family Wealth Advisory first reported a position in CB in Q1 2016 and held it in 8 quarters. The position peaked at $62.2K in Q2 2017. 1,052 funds tracked by Wall St. Rank hold CB as of Q2 2018.

RPg Family Wealth Advisory reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 142 Chubb shares in Q2 2018, an estimated $19.4K.
RPg Family Wealth Advisory first reported a position in Chubb in Q1 2016 and held it in 8 quarters.
RPg Family Wealth Advisory's Chubb position peaked at $62.2K in Q2 2017.
1,052 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2018, filed 10 Aug 2018.