Taylor Wealth Management Partners’s Chubb CB Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-85	Closed	-$11K	–	57
2018 Q4	$11K	Hold	85	–	–	0.01%	85
2018 Q3	$11K	Buy	+85	New	+$11.5K	﹤0.01%	98
2018 Q1	–	Sell	-250	Closed	-$37K	–	137
2017 Q4	$37K	Hold	250	–	–	0.02%	102
2017 Q3	$36K	Hold	250	–	–	0.02%	104
2017 Q2	$36K	Hold	250	–	–	0.02%	107
2017 Q1	$34K	Hold	250	–	–	0.02%	110
2016 Q4	$33K	Hold	250	–	–	0.02%	110
2016 Q3	$31K	Hold	250	–	–	0.01%	98
2016 Q2	$33K	Hold	250	–	–	0.01%	97
2016 Q1	$30K	Hold	250	–	–	0.01%	92
2015 Q4	$29K	Hold	250	–	–	0.01%	87
2015 Q3	$26K	Sell	250 -100	-29%	-$10.5K	0.01%	89
2015 Q2	$36K	Buy	+350	New	+$37.7K	0.01%	107

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Taylor Wealth Management Partners's CB Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Chubb (CB) in Q1 2019, closing a stake of 85 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in CB in Q2 2015 and held it in 13 quarters. The position peaked at $37K in Q4 2017. 1,107 funds tracked by Wall St. Rank hold CB as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 85 Chubb shares in Q1 2019, an estimated $11K.
Taylor Wealth Management Partners first reported a position in Chubb in Q2 2015 and held it in 13 quarters.
Taylor Wealth Management Partners's Chubb position peaked at $37K in Q4 2017.
1,107 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.