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Winfield Associates’s Chubb CB Stock Holding History

Winfield Associates’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
Q1 		– Sell
-135
Closed -$20K – 200
2017
Q4 		$20K Hold
135
– – 0.01% 306
2017
Q3 		$19K Hold
135
– – 0.01% 304
2017
Q2 		$20K Hold
135
– – 0.01% 289
2017
Q1 		$18K Sell
135
-53
-28% -$7.13K 0.01% 280
2016
Q4 		$25K Buy
188
+54
+40% +$6.88K 0.02% 236
2016
Q3 		$17K Hold
134
– – 0.01% 270
2016
Q2 		$18K Buy
+134
New +$16.5K 0.01% 259

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Winfield Associates's CB Position: Q1 2018 in Review

Winfield Associates sold out of Chubb (CB) in Q1 2018, closing a stake of 135 shares — an estimated $20K sold.

Winfield Associates first reported a position in CB in Q2 2016 and held it in 7 quarters. The position peaked at $25K in Q4 2016. 1,081 funds tracked by Wall St. Rank hold CB as of Q1 2018.

  • Winfield Associates reported no remaining Chubb position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 135 Chubb shares in Q1 2018, an estimated $20K.
  • Winfield Associates first reported a position in Chubb in Q2 2016 and held it in 7 quarters.
  • Winfield Associates's Chubb position peaked at $25K in Q4 2016.
  • 1,081 funds tracked by Wall St. Rank held Chubb as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.