WealthOne’s Chubb CB Stock Holding History

WealthOne’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	-30	Closed	-$4K	–	131
2018 Q4	$4K	Buy	+30	New	+$3.88K	﹤0.01%	483

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

WealthOne's CB Position: Q1 2019 in Review

WealthOne sold out of Chubb (CB) in Q1 2019, closing a stake of 30 shares — an estimated $4K sold.

WealthOne first reported a position in CB in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 1,107 funds tracked by Wall St. Rank hold CB as of Q1 2019.

WealthOne reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
WealthOne sold 30 Chubb shares in Q1 2019, an estimated $4K.
WealthOne first reported a position in Chubb in Q4 2018 and held it in 1 quarter.
WealthOne's Chubb position peaked at $4K in Q4 2018.
1,107 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.