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Woodard & Company Asset Management Group’s Chubb CB Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-33
Closed -$4K – 55
2018
Q3 		$4K Buy
+33
New +$4.46K ﹤0.01% 207

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

Woodard & Company Asset Management Group's CB Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Chubb (CB) in Q4 2018, closing a stake of 33 shares — an estimated $4K sold.

Woodard & Company Asset Management Group first reported a position in CB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 1,083 funds tracked by Wall St. Rank hold CB as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Chubb position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 33 Chubb shares in Q4 2018, an estimated $4K.
  • Woodard & Company Asset Management Group first reported a position in Chubb in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Chubb position peaked at $4K in Q3 2018.
  • 1,083 funds tracked by Wall St. Rank held Chubb as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.