BWM
CB

Baystate Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Baystate 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
2013
Q3 		– Sell
-35
Closed -$3K – 292
2013
Q2 		$3K Buy
+35
New +$3.06K ﹤0.01% 266

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's CB Position: Q3 2013 in Review

Baystate Wealth Management sold out of CHUBB CORPORATION (CB) in Q3 2013, closing a stake of 35 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in CB in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 733 funds tracked by Wall St. Rank hold CB as of Q3 2013.

  • Baystate Wealth Management reported no remaining CHUBB CORPORATION position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 35 CHUBB CORPORATION shares in Q3 2013, an estimated $3K.
  • Baystate Wealth Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's CHUBB CORPORATION position peaked at $3K in Q2 2013.
  • 733 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.