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Wealth & Pension Services Group’s Chubb CB Stock Holding History

Wealth & Pension Services Group’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
Q3 		$400K Buy
2,479
+173
+8% +$26.8K 0.29% 84
2019
Q2 		$340K Buy
2,306
+87
+4% +$12.6K 0.25% 88
2019
Q1 		$311K Sell
2,219
-209
-9% -$27.8K 0.24% 91
2018
Q4 		$314K Buy
+2,428
New +$314K 0.28% 81

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth & Pension Services Group's CB Position: Q3 2019 in Review

Wealth & Pension Services Group increased its Chubb (CB) stake by 7.5% in Q3 2019, buying an estimated $26.8K and bringing the position to 2,479 shares worth $400K. The position accounts for 0.29% of the portfolio, ranked #84.

Wealth & Pension Services Group first reported a position in CB in Q4 2018 and has held it in 4 quarters since. 1,133 funds tracked by Wall St. Rank hold CB as of Q3 2019.

  • Wealth & Pension Services Group held 2,479 shares of Chubb worth $400K as of Q3 2019.
  • Wealth & Pension Services Group bought 173 Chubb shares in Q3 2019, an estimated $26.8K.
  • Chubb made up 0.29% of Wealth & Pension Services Group's portfolio in Q3 2019, its #84 holding.
  • Wealth & Pension Services Group first reported a position in Chubb in Q4 2018 and has held it in 4 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Chubb as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.