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Wealthfront’s Chubb CB Stock Holding History

Wealthfront’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
2018
Q3 		$2.25M Buy
16,859
+5,966
+55% +$807K 0.02% 111
2018
Q2 		$1.38M Buy
10,893
+983
+10% +$131K 0.01% 178
2018
Q1 		$1.35M Sell
9,910
-4,863
-33% -$704K 0.01% 190
2017
Q4 		$2.16M Buy
14,773
+654
+5% +$97.7K 0.02% 115
2017
Q3 		$2.01M Buy
14,119
+1,682
+14% +$243K 0.03% 109
2017
Q2 		$1.81M Buy
12,437
+2,446
+24% +$344K 0.03% 102
2017
Q1 		$1.36M Buy
9,991
+526
+6% +$70.7K 0.02% 114
2016
Q4 		$1.25M Buy
9,465
+174
+2% +$22.2K 0.03% 99
2016
Q3 		$1.17M Buy
9,291
+852
+10% +$108K 0.03% 97
2016
Q2 		$1.1M Buy
8,439
+758
+10% +$93.4K 0.03% 90
2016
Q1 		$915K Buy
7,681
+4,187
+120% +$481K 0.03% 95
2015
Q4 		$408K Buy
3,494
+243
+7% +$27.5K 0.01% 165
2015
Q3 		$336K Buy
3,251
+640
+25% +$66.9K 0.01% 179
2015
Q2 		$265K Sell
2,611
-632
-19% -$68.1K 0.01% 210
2015
Q1 		$362K Buy
3,243
+358
+12% +$40.3K 0.02% 126
2014
Q4 		$331K Buy
2,885
+951
+49% +$105K 0.02% 108
2014
Q3 		$203K Buy
1,934
+411
+27% +$42.9K 0.01% 149
2014
Q2 		$160K Buy
1,523
+612
+67% +$62.7K 0.01% 134
2014
Q1 		$90K Buy
+911
New +$88.4K 0.01% 142

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's CB Position: Q3 2018 in Review

Wealthfront increased its Chubb (CB) stake by 55% in Q3 2018, buying an estimated $807K and bringing the position to 16,859 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #111.

Wealthfront first reported a position in CB in Q1 2014 and has held it in 19 quarters since. 1,071 funds tracked by Wall St. Rank hold CB as of Q3 2018.

  • Wealthfront held 16,859 shares of Chubb worth $2.25M as of Q3 2018.
  • Wealthfront bought 5,966 Chubb shares in Q3 2018, an estimated $807K.
  • Chubb made up 0.02% of Wealthfront's portfolio in Q3 2018, its #111 holding.
  • Wealthfront first reported a position in Chubb in Q1 2014 and has held it in 19 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Chubb as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.