DCLA
CB

Douglas C. Lane & Associates’s CHUBB CORPORATION CB Stock Holding History

Douglas C. Lane & Associates’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
Q4 		$1.07M Sell
8,064
-144
-2% -$18.6K 0.03% 153
2015
Q3 		$1.01M Buy
8,208
+49
+0.6% +$6K 0.03% 150
2015
Q2 		$776K Buy
8,159
+25
+0.3% +$2.47K 0.02% 156
2015
Q1 		$822K Sell
8,134
-70
-0.9% -$7.09K 0.02% 154
2014
Q4 		$849K Sell
8,204
-250
-3% -$24.9K 0.02% 151
2014
Q3 		$770K Buy
8,454
+784
+10% +$71.4K 0.02% 151
2014
Q2 		$707K Buy
7,670
+573
+8% +$52.7K 0.02% 149
2014
Q1 		$634K Hold
7,097
– – 0.02% 151
2013
Q4 		$686K Buy
7,097
+930
+15% +$86.7K 0.02% 149
2013
Q3 		$550K Sell
6,167
-275
-4% -$23.8K 0.02% 151
2013
Q2 		$545K Buy
+6,442
New +$564K 0.02% 154

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Douglas C. Lane & Associates's CB Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its CHUBB CORPORATION (CB) stake by 1.8% in Q4 2015, selling an estimated $18.6K and leaving 8,064 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #153.

Douglas C. Lane & Associates first reported a position in CB in Q2 2013 and has held it in 11 quarters since. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Douglas C. Lane & Associates held 8,064 shares of CHUBB CORPORATION worth $1.07M as of Q4 2015.
  • Douglas C. Lane & Associates sold 144 CHUBB CORPORATION shares in Q4 2015, an estimated $18.6K.
  • CHUBB CORPORATION made up 0.03% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #153 holding.
  • Douglas C. Lane & Associates first reported a position in CHUBB CORPORATION in Q2 2013 and has held it in 11 quarters since.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.