AIM
CB

Aspen Investment Management’s CHUBB CORPORATION CB Stock Holding History

Aspen Investment Management’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
2014
Q3 		– Sell
-2,715
Closed -$250K – 138
2014
Q2 		$250K Hold
2,715
– – 0.15% 114
2014
Q1 		$242K Hold
2,715
– – 0.15% 109
2013
Q4 		$262K Sell
2,715
-60
-2% -$5.6K 0.17% 106
2013
Q3 		$248K Hold
2,775
– – 0.18% 102
2013
Q2 		$235K Buy
+2,775
New +$243K 0.16% 101

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aspen Investment Management's CB Position: Q3 2014 in Review

Aspen Investment Management sold out of CHUBB CORPORATION (CB) in Q3 2014, closing a stake of 2,715 shares — an estimated $250K sold.

Aspen Investment Management first reported a position in CB in Q2 2013 and held it in 5 quarters. The position peaked at $262K in Q4 2013. 772 funds tracked by Wall St. Rank hold CB as of Q3 2014.

  • Aspen Investment Management reported no remaining CHUBB CORPORATION position as of Q3 2014 after selling out during the quarter.
  • Aspen Investment Management sold 2,715 CHUBB CORPORATION shares in Q3 2014, an estimated $250K.
  • Aspen Investment Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 5 quarters.
  • Aspen Investment Management's CHUBB CORPORATION position peaked at $262K in Q4 2013.
  • 772 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2014.

Based on Aspen Investment Management's 13F filing for Q3 2014, filed 20 Oct 2014.