Seven Bridges Advisors’s Chubb CB Stock Holding History

Seven Bridges Advisors’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
2016 Q3	–	Sell	-609	Closed	-$80K	–	143
2016 Q2	$80K	Buy	+609	New	+$75.1K	0.07%	137

Other funds holding CB

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Seven Bridges Advisors's CB Position: Q3 2016 in Review

Seven Bridges Advisors sold out of Chubb (CB) in Q3 2016, closing a stake of 609 shares — an estimated $80K sold.

Seven Bridges Advisors first reported a position in CB in Q2 2016 and held it in 1 quarter. The position peaked at $80K in Q2 2016. 922 funds tracked by Wall St. Rank hold CB as of Q3 2016.

Seven Bridges Advisors reported no remaining Chubb position as of Q3 2016 after selling out during the quarter.
Seven Bridges Advisors sold 609 Chubb shares in Q3 2016, an estimated $80K.
Seven Bridges Advisors first reported a position in Chubb in Q2 2016 and held it in 1 quarter.
Seven Bridges Advisors's Chubb position peaked at $80K in Q2 2016.
922 funds tracked by Wall St. Rank held Chubb as of Q3 2016.

Based on Seven Bridges Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.