Well Done LLC’s Chubb CB Stock Holding History

Well Done LLC’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	-191	Closed	-$25K	–	218
2018 Q4	$25K	Buy	+191	New	+$24.7K	0.01%	322
2018 Q2	–	Sell	-185	Closed	-$25K	–	181
2018 Q1	$25K	Buy	+185	New	+$26.8K	0.01%	297

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Well Done LLC's CB Position: Q1 2019 in Review

Well Done LLC sold out of Chubb (CB) in Q1 2019, closing a stake of 191 shares — an estimated $25K sold.

Well Done LLC first reported a position in CB in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2018. 1,106 funds tracked by Wall St. Rank hold CB as of Q1 2019.

Well Done LLC reported no remaining Chubb position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 191 Chubb shares in Q1 2019, an estimated $25K.
Well Done LLC first reported a position in Chubb in Q1 2018 and held it in 2 quarters.
Well Done LLC's Chubb position peaked at $25K in Q4 2018.
1,106 funds tracked by Wall St. Rank held Chubb as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.