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WFG Advisors’s Chubb CB Stock Holding History

WFG 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
2017
Q2 		$227K Buy
1,559
+443
+40% +$62.4K 0.05% 342
2017
Q1 		$152K Sell
1,116
-7
-0.6% -$942 0.04% 390
2016
Q4 		$148K Sell
1,123
-1,424
-56% -$182K 0.04% 444
2016
Q3 		$320K Sell
2,547
-61
-2% -$7.74K 0.08% 251
2016
Q2 		$341K Sell
2,608
-115
-4% -$14.2K 0.09% 218
2016
Q1 		$324K Buy
+2,723
New +$313K 0.09% 217
2015
Q4 		– Sell
-28
Closed -$3K – 1576
2015
Q3 		$3K Hold
28
– – ﹤0.01% 1340
2015
Q2 		$3K Sell
28
-585
-95% -$63K ﹤0.01% 1412
2015
Q1 		$68K Sell
613
-42
-6% -$4.72K 0.02% 649
2014
Q4 		$75K Sell
655
-67
-9% -$7.42K 0.02% 730
2014
Q3 		$76K Buy
722
+36
+5% +$3.75K 0.01% 763
2014
Q2 		$71K Sell
686
-104
-13% -$10.6K 0.01% 780
2014
Q1 		$78K Sell
790
-56
-7% -$5.43K 0.02% 730
2013
Q4 		$88K Buy
846
+457
+117% +$44.9K 0.01% 791
2013
Q3 		$36K Buy
389
+150
+63% +$13.7K 0.01% 1050
2013
Q2 		$21K Buy
+239
New +$21.4K ﹤0.01% 1191

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WFG Advisors's CB Position: Q2 2017 in Review

WFG Advisors increased its Chubb (CB) stake by 40% in Q2 2017, buying an estimated $62.4K and bringing the position to 1,559 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #342.

WFG Advisors first reported a position in CB in Q2 2013 and has held it in 16 quarters since. The position peaked at $341K in Q2 2016. 980 funds tracked by Wall St. Rank hold CB as of Q2 2017.

  • WFG Advisors held 1,559 shares of Chubb worth $227K as of Q2 2017.
  • WFG Advisors bought 443 Chubb shares in Q2 2017, an estimated $62.4K.
  • Chubb made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #342 holding.
  • WFG Advisors first reported a position in Chubb in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Chubb position peaked at $341K in Q2 2016.
  • 980 funds tracked by Wall St. Rank held Chubb as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.