TWMP
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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

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return