Aris Wealth Services’s Chubb CB Stock Holding History

Aris Wealth 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
2015 Q3	–	Sell	-50	Closed	-$5K	–	396
2015 Q2	$5K	Hold	50	–	–	﹤0.01%	415
2015 Q1	$6K	Buy	+50	New	+$5.62K	0.01%	401

Other funds holding CB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Aris Wealth Services's CB Position: Q3 2015 in Review

Aris Wealth Services sold out of Chubb (CB) in Q3 2015, closing a stake of 50 shares — an estimated $5K sold.

Aris Wealth Services first reported a position in CB in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2015. 637 funds tracked by Wall St. Rank hold CB as of Q3 2015.

Aris Wealth Services reported no remaining Chubb position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 50 Chubb shares in Q3 2015, an estimated $5K.
Aris Wealth Services first reported a position in Chubb in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Chubb position peaked at $6K in Q1 2015.
637 funds tracked by Wall St. Rank held Chubb as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.