BRWM
CB

B. Riley Wealth Management’s CHUBB CORPORATION CB Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-134
Closed -$12K – 1049
2015
Q2 		$12K Hold
134
– – 0.01% 718
2015
Q1 		$13K Buy
134
+1
+0.8% +$101 0.01% 718
2014
Q4 		$13K Hold
133
– – 0.01% 689
2014
Q3 		$12K Buy
133
+1
+0.8% +$91 0.01% 739
2014
Q2 		$12K Hold
132
– – 0.01% 791
2014
Q1 		$12K Buy
+132
New +$11.6K 0.01% 735

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

B. Riley Wealth Management's CB Position: Q3 2015 in Review

B. Riley Wealth Management sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 134 shares — an estimated $12K sold.

B. Riley Wealth Management first reported a position in CB in Q1 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2015. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • B. Riley Wealth Management reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 134 CHUBB CORPORATION shares in Q3 2015, an estimated $12K.
  • B. Riley Wealth Management first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's CHUBB CORPORATION position peaked at $13K in Q1 2015.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.