Shine Investment Advisory Services’s Chubb CB Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$5K	Hold	42	–	–	﹤0.01%	624
2020 Q2	$5K	Sell	42 -1,212	-97%	-$140K	﹤0.01%	632
2020 Q1	$140K	Sell	1,254 -11	-0.9%	-$1.58K	0.07%	143
2019 Q4	$197K	Hold	1,265	–	–	0.08%	128
2019 Q3	$204K	Hold	1,265	–	–	0.1%	109
2019 Q2	$186K	Sell	1,265 -170	-12%	-$24.5K	0.09%	120
2019 Q1	$201K	Hold	1,435	–	–	0.09%	118
2018 Q4	$185K	Hold	1,435	–	–	0.09%	110
2018 Q3	$192K	Hold	1,435	–	–	0.1%	112
2018 Q2	$182K	Hold	1,435	–	–	0.09%	115
2018 Q1	$196K	Hold	1,435	–	–	0.1%	101
2017 Q4	$210K	Sell	1,435 -5	-0.3%	-$747	0.1%	100
2017 Q3	$205K	Buy	1,440 +170	+13%	+$24.6K	0.11%	100
2017 Q2	$185K	Buy	+1,270	New	+$179K	0.09%	98

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Shine Investment Advisory Services's CB Position: Q3 2020 in Review

Shine Investment Advisory Services held its Chubb (CB) position steady in Q3 2020 at 42 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Shine Investment Advisory Services first reported a position in CB in Q2 2017 and has held it in 14 quarters since. The position peaked at $210K in Q4 2017. 1,055 funds tracked by Wall St. Rank hold CB as of Q3 2020.

Shine Investment Advisory Services held 42 shares of Chubb worth $5K as of Q3 2020.
Shine Investment Advisory Services left its Chubb share count unchanged in Q3 2020.
Chubb made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #624 holding.
Shine Investment Advisory Services first reported a position in Chubb in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Chubb position peaked at $210K in Q4 2017.
1,055 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.