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Baltimore-Washington Financial Advisors’s Chubb CB Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-7
Closed -$1K – 266
2014
Q3 		$1K Buy
+7
New +$730 ﹤0.01% 268

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State Street
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baltimore-Washington Financial Advisors's CB Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Chubb (CB) in Q4 2014, closing a stake of 7 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in CB in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 631 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Chubb position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 7 Chubb shares in Q4 2014, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Chubb in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Chubb position peaked at $1K in Q3 2014.
  • 631 funds tracked by Wall St. Rank held Chubb as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.