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Stillwater Investment Management (California)’s Chubb CB Stock Holding History

Stillwater Investment Management (California)’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
2017
Q2 		– Sell
-125,900
Closed -$17.2M – 24
2017
Q1 		$17.2M Hold
125,900
– – 4.93% 10
2016
Q4 		$16.6M Hold
125,900
– – 4.84% 5
2016
Q3 		$15.8M Hold
125,900
– – 5.33% 3
2016
Q2 		$16.5M Sell
125,900
-67,300
-35% -$8.3M 9.44% 3
2016
Q1 		$23M Buy
193,200
+36,000
+23% +$4.14M 6.03% 5
2015
Q4 		$18.4M Buy
+157,200
New +$17.8M 4.14% 8

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stillwater Investment Management (California)'s CB Position: Q2 2017 in Review

Stillwater Investment Management (California) sold out of Chubb (CB) in Q2 2017, closing a stake of 125,900 shares — an estimated $17.2M sold.

Stillwater Investment Management (California) first reported a position in CB in Q4 2015 and held it in 6 quarters. The position peaked at $23M in Q1 2016. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

  • Stillwater Investment Management (California) reported no remaining Chubb position as of Q2 2017 after selling out during the quarter.
  • Stillwater Investment Management (California) sold 125,900 Chubb shares in Q2 2017, an estimated $17.2M.
  • Stillwater Investment Management (California) first reported a position in Chubb in Q4 2015 and held it in 6 quarters.
  • Stillwater Investment Management (California)'s Chubb position peaked at $23M in Q1 2016.
  • 980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on Stillwater Investment Management (California)'s 13F filing for Q2 2017, filed 11 Aug 2017.