Stevens First Principles Investment Advisors’s Chubb CB Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$42K	Hold	286	–	–	0.02%	96
2019 Q1	$40K	Hold	286	–	–	0.02%	99
2018 Q4	$37K	Hold	286	–	–	0.03%	98
2018 Q3	$38K	Hold	286	–	–	0.02%	105
2018 Q2	$36K	Sell	286 -435	-60%	-$57.8K	0.02%	101
2018 Q1	$99K	Hold	721	–	–	0.06%	86
2017 Q4	$105K	Hold	721	–	–	0.06%	96
2017 Q3	$103K	Hold	721	–	–	0.06%	95
2017 Q2	$105K	Hold	721	–	–	0.06%	90
2017 Q1	$98K	Hold	721	–	–	0.06%	91
2016 Q4	$95K	Hold	721	–	–	0.07%	87
2016 Q3	$91K	Hold	721	–	–	0.07%	83
2016 Q2	$94K	Buy	+721	New	+$88.9K	0.07%	77

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Stevens First Principles Investment Advisors's CB Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Chubb (CB) position steady in Q2 2019 at 286 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #96.

Stevens First Principles Investment Advisors first reported a position in CB in Q2 2016 and has held it in 13 quarters since. The position peaked at $105K in Q4 2017. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

Stevens First Principles Investment Advisors held 286 shares of Chubb worth $42K as of Q2 2019.
Stevens First Principles Investment Advisors left its Chubb share count unchanged in Q2 2019.
Chubb made up 0.02% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #96 holding.
Stevens First Principles Investment Advisors first reported a position in Chubb in Q2 2016 and has held it in 13 quarters since.
Stevens First Principles Investment Advisors's Chubb position peaked at $105K in Q4 2017.
1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.