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WESPAC Advisors’s Chubb CB Stock Holding History

WESPAC Advisors’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
2020
Q1 		– Sell
-12,805
Closed -$1.99M – 58
2019
Q4 		$1.99M Sell
12,805
-382
-3% -$58.5K 1.95% 15
2019
Q3 		$2.13M Sell
13,187
-5,166
-28% -$799K 2.12% 9
2019
Q2 		$2.7M Buy
+18,353
New +$2.65M 2.02% 17

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WESPAC Advisors's CB Position: Q1 2020 in Review

WESPAC Advisors sold out of Chubb (CB) in Q1 2020, closing a stake of 12,805 shares — an estimated $1.99M sold.

WESPAC Advisors first reported a position in CB in Q2 2019 and held it in 3 quarters. The position peaked at $2.7M in Q2 2019. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

  • WESPAC Advisors reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 12,805 Chubb shares in Q1 2020, an estimated $1.99M.
  • WESPAC Advisors first reported a position in Chubb in Q2 2019 and held it in 3 quarters.
  • WESPAC Advisors's Chubb position peaked at $2.7M in Q2 2019.
  • 1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.