Whitney & Co’s Chubb CB Stock Holding History

Whitney & Co’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 Q2	–	Sell	-72	Closed	-$10K	–	325
2018 Q1	$10K	Buy	+72	New	+$10.4K	﹤0.01%	240

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Whitney & Co's CB Position: Q2 2018 in Review

Whitney & Co sold out of Chubb (CB) in Q2 2018, closing a stake of 72 shares — an estimated $10K sold.

Whitney & Co first reported a position in CB in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 1,053 funds tracked by Wall St. Rank hold CB as of Q2 2018.

Whitney & Co reported no remaining Chubb position as of Q2 2018 after selling out during the quarter.
Whitney & Co sold 72 Chubb shares in Q2 2018, an estimated $10K.
Whitney & Co first reported a position in Chubb in Q1 2018 and held it in 1 quarter.
Whitney & Co's Chubb position peaked at $10K in Q1 2018.
1,053 funds tracked by Wall St. Rank held Chubb as of Q2 2018.

Based on Whitney & Co's 13F filing for Q2 2018, filed 14 Aug 2018.