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Ruggie Capital Group’s Chubb CB Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-311
Closed -$40K – 194
2018
Q4 		$40K Buy
+311
New +$40.2K 0.02% 188
2018
Q1 		– Sell
-61
Closed -$9K – 295
2017
Q4 		$9K Buy
+61
New +$9.11K 0.01% 228

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ruggie Capital Group's CB Position: Q1 2019 in Review

Ruggie Capital Group sold out of Chubb (CB) in Q1 2019, closing a stake of 311 shares — an estimated $40K sold.

Ruggie Capital Group first reported a position in CB in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q4 2018. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

  • Ruggie Capital Group reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 311 Chubb shares in Q1 2019, an estimated $40K.
  • Ruggie Capital Group first reported a position in Chubb in Q4 2017 and held it in 2 quarters.
  • Ruggie Capital Group's Chubb position peaked at $40K in Q4 2018.
  • 1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.