EWM
CB

Elite Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Elite 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
2014
Q1 		– Sell
-202
Closed -$20K – 851
2013
Q4 		$20K Sell
202
-9,683
-98% -$903K 0.01% 276
2013
Q3 		$882K Buy
+9,885
New +$855K 0.78% 27

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elite Wealth Management's CB Position: Q1 2014 in Review

Elite Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2014, closing a stake of 202 shares — an estimated $20K sold.

Elite Wealth Management first reported a position in CB in Q3 2013 and held it in 2 quarters. The position peaked at $882K in Q3 2013. 774 funds tracked by Wall St. Rank hold CB as of Q1 2014.

  • Elite Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 202 CHUBB CORPORATION shares in Q1 2014, an estimated $20K.
  • Elite Wealth Management first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's CHUBB CORPORATION position peaked at $882K in Q3 2013.
  • 774 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.