Winch Advisory Services’s Chubb CB Stock Holding History

Winch Advisory Services’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	-21	Closed	-$3K	–	347
2019 Q4	$3K	Buy	+21	New	+$3.21K	﹤0.01%	286
2019 Q3	–	Sell	-21	Closed	-$3K	–	362
2019 Q2	$3K	Buy	+21	New	+$3.03K	﹤0.01%	305
2014 Q3	–	Sell	-1,721	Closed	-$178K	–	235
2014 Q2	$178K	Sell	1,721 -12	-0.7%	-$1.23K	0.1%	77
2014 Q1	$172K	Buy	+1,733	New	+$168K	0.11%	84

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winch Advisory Services's CB Position: Q1 2020 in Review

Winch Advisory Services sold out of Chubb (CB) in Q1 2020, closing a stake of 21 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CB in Q1 2014 and held it in 4 quarters. The position peaked at $178K in Q2 2014. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

Winch Advisory Services reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 21 Chubb shares in Q1 2020, an estimated $3K.
Winch Advisory Services first reported a position in Chubb in Q1 2014 and held it in 4 quarters.
Winch Advisory Services's Chubb position peaked at $178K in Q2 2014.
1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.