BWP
CB

Baldwin Wealth Partners’s CHUBB CORPORATION CB Stock Holding History

Baldwin Wealth Partners’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
2013
Q4 		– Sell
-23,479
Closed -$2.1M – 264
2013
Q3 		$2.1M Sell
23,479
-1,480
-6% -$128K 0.38% 67
2013
Q2 		$2.11M Buy
+24,959
New +$2.18M 0.42% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baldwin Wealth Partners's CB Position: Q4 2013 in Review

Baldwin Wealth Partners sold out of CHUBB CORPORATION (CB) in Q4 2013, closing a stake of 23,479 shares — an estimated $2.1M sold.

Baldwin Wealth Partners first reported a position in CB in Q2 2013 and held it in 2 quarters. The position peaked at $2.11M in Q2 2013. 778 funds tracked by Wall St. Rank hold CB as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining CHUBB CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 23,479 CHUBB CORPORATION shares in Q4 2013, an estimated $2.1M.
  • Baldwin Wealth Partners first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's CHUBB CORPORATION position peaked at $2.11M in Q2 2013.
  • 778 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2013.

Based on Baldwin Wealth Partners's 13F filing for Q4 2013, filed 12 Feb 2014.