Taylor Hoffman Wealth Management’s Chubb CB Stock Holding History

Taylor Hoffman Wealth Management’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	-63	Closed	-$10K	–	150
2019 Q4	$10K	Hold	63	–	–	0.01%	315
2019 Q3	$10K	Hold	63	–	–	0.01%	305
2019 Q2	$9K	Hold	63	–	–	0.01%	296
2019 Q1	$9K	Sell	63 -13	-17%	-$1.73K	0.01%	293
2018 Q4	$10K	Hold	76	–	–	0.01%	278
2018 Q3	$10K	Hold	76	–	–	0.01%	284
2018 Q2	$10K	Hold	76	–	–	0.01%	265
2018 Q1	$10K	Hold	76	–	–	0.01%	275
2017 Q4	$11K	Buy	+76	New	+$11.4K	0.01%	276

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

Taylor Hoffman Wealth Management's CB Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Chubb (CB) in Q1 2020, closing a stake of 63 shares — an estimated $10K sold.

Taylor Hoffman Wealth Management first reported a position in CB in Q4 2017 and held it in 9 quarters. The position peaked at $11K in Q4 2017. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

Taylor Hoffman Wealth Management reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 63 Chubb shares in Q1 2020, an estimated $10K.
Taylor Hoffman Wealth Management first reported a position in Chubb in Q4 2017 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Chubb position peaked at $11K in Q4 2017.
1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.