SevenBridge Financial Group’s Chubb CB Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-1,390	Closed	-$205K	–	203
2019 Q2	$205K	Sell	1,390 -114	-8%	-$16.5K	0.07%	152
2019 Q1	$211K	Sell	1,504 -78	-5%	-$10.4K	0.08%	141
2018 Q4	$204K	Sell	1,582 -28	-2%	-$3.62K	0.12%	118
2018 Q3	$215K	Sell	1,610 -111	-6%	-$15K	0.11%	125
2018 Q2	$219K	Sell	1,721 -80	-4%	-$10.6K	0.12%	127
2018 Q1	$246K	Hold	1,801	–	–	0.14%	123
2017 Q4	$263K	Sell	1,801 -149	-8%	-$22.3K	0.15%	120
2017 Q3	$278K	Hold	1,950	–	–	0.16%	118
2017 Q2	$285K	Hold	1,950	–	–	0.17%	110
2017 Q1	$268K	Sell	1,950 -310	-14%	-$41.7K	0.18%	110
2016 Q4	$283K	Hold	2,260	–	–	0.21%	107
2016 Q3	$283K	Sell	2,260 -435	-16%	-$55.2K	0.21%	107
2016 Q2	$352K	Buy	+2,695	New	+$332K	0.25%	96

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

SevenBridge Financial Group's CB Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Chubb (CB) in Q3 2019, closing a stake of 1,390 shares — an estimated $205K sold.

SevenBridge Financial Group first reported a position in CB in Q2 2016 and held it in 13 quarters. The position peaked at $352K in Q2 2016. 1,133 funds tracked by Wall St. Rank hold CB as of Q3 2019.

SevenBridge Financial Group reported no remaining Chubb position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,390 Chubb shares in Q3 2019, an estimated $205K.
SevenBridge Financial Group first reported a position in Chubb in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Chubb position peaked at $352K in Q2 2016.
1,133 funds tracked by Wall St. Rank held Chubb as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.