Spectrum Management Group’s Chubb CB Stock Holding History

Spectrum Management 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
2020 Q1	–	Sell	-270	Closed	-$42K	–	255
2019 Q4	$42K	Hold	270	–	–	0.02%	152
2019 Q3	$44K	Hold	270	–	–	0.02%	143
2019 Q2	$40K	Hold	270	–	–	0.01%	160
2019 Q1	$38K	Hold	270	–	–	0.01%	148
2018 Q4	$35K	Hold	270	–	–	0.01%	136
2018 Q3	$36K	Hold	270	–	–	0.01%	138
2018 Q2	$34K	Hold	270	–	–	0.01%	145
2018 Q1	$37K	Hold	270	–	–	0.01%	137
2017 Q4	$39K	Hold	270	–	–	0.01%	138
2017 Q3	$38K	Buy	+270	New	+$39.1K	0.01%	185
2016 Q2	–	Sell	-120	Closed	-$14K	–	109
2016 Q1	$14K	Buy	+120	New	+$13.8K	0.01%	183

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

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

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

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

Spectrum Management Group's CB Position: Q1 2020 in Review

Spectrum Management Group sold out of Chubb (CB) in Q1 2020, closing a stake of 270 shares — an estimated $42K sold.

Spectrum Management Group first reported a position in CB in Q1 2016 and held it in 11 quarters. The position peaked at $44K in Q3 2019. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

Spectrum Management Group reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
Spectrum Management Group sold 270 Chubb shares in Q1 2020, an estimated $42K.
Spectrum Management Group first reported a position in Chubb in Q1 2016 and held it in 11 quarters.
Spectrum Management Group's Chubb position peaked at $44K in Q3 2019.
1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Spectrum Management Group's 13F filing for Q1 2020, filed 8 May 2020.