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Calvert Investment Management’s Chubb CB Stock Holding History

Calvert 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
2017
Q1 		– Sell
-31,847
Closed -$4.21M – 112
2016
Q4 		$4.21M Sell
31,847
-3,821
-11% -$487K 0.16% 193
2016
Q3 		$4.48M Buy
35,668
+1,016
+3% +$129K 0.16% 182
2016
Q2 		$4.53M Buy
+34,652
New +$4.27M 0.18% 138
2015
Q4 		– Sell
-14,356
Closed -$1.48M – 703
2015
Q3 		$1.48M Buy
14,356
+766
+6% +$80.1K 0.07% 175
2015
Q2 		$1.38M Sell
13,590
-966
-7% -$104K 0.06% 197
2015
Q1 		$1.62M Buy
14,556
+1,359
+10% +$153K 0.1% 175
2014
Q4 		$1.52M Buy
13,197
+890
+7% +$98.5K 0.1% 182
2014
Q3 		$1.29M Buy
12,307
+9,105
+284% +$950K 0.1% 185
2014
Q2 		$332K Sell
3,202
-76
-2% -$7.78K 0.02% 279
2014
Q1 		$325K Buy
3,278
+5
+0.2% +$485 0.02% 278
2013
Q4 		$339K Sell
3,273
-37,153
-92% -$3.65M 0.02% 267
2013
Q3 		$3.78M Sell
40,426
-115
-0.3% -$10.5K 0.47% 85
2013
Q2 		$3.63M Buy
+40,541
New +$3.63M 0.49% 71

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calvert Investment Management's CB Position: Q1 2017 in Review

Calvert Investment Management sold out of Chubb (CB) in Q1 2017, closing a stake of 31,847 shares — an estimated $4.21M sold.

Calvert Investment Management first reported a position in CB in Q2 2013 and held it in 13 quarters. The position peaked at $4.53M in Q2 2016. 972 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Calvert Investment Management reported no remaining Chubb position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 31,847 Chubb shares in Q1 2017, an estimated $4.21M.
  • Calvert Investment Management first reported a position in Chubb in Q2 2013 and held it in 13 quarters.
  • Calvert Investment Management's Chubb position peaked at $4.53M in Q2 2016.
  • 972 funds tracked by Wall St. Rank held Chubb as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.