AWS
CB

Aris Wealth Services’s CHUBB CORPORATION 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 		$31K Sell
250
-220
-47% -$26.9K 0.07% 127
2015
Q2 		$45K Hold
470
– – 0.04% 230
2015
Q1 		$48K Buy
+470
New +$47.6K 0.04% 219

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Aris Wealth Services reduced its CHUBB CORPORATION (CB) stake by 47% in Q3 2015, selling an estimated $26.9K and leaving 250 shares worth $31K. The position accounts for 0.07% of the portfolio, ranked #127.

Aris Wealth Services first reported a position in CB in Q1 2015 and has held it in 3 quarters since. The position peaked at $48K in Q1 2015. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • Aris Wealth Services held 250 shares of CHUBB CORPORATION worth $31K as of Q3 2015.
  • Aris Wealth Services sold 220 CHUBB CORPORATION shares in Q3 2015, an estimated $26.9K.
  • CHUBB CORPORATION made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #127 holding.
  • Aris Wealth Services first reported a position in CHUBB CORPORATION in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's CHUBB CORPORATION position peaked at $48K in Q1 2015.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

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