Elm Advisors’s CHUBB CORPORATION CB Stock Holding History

Elm 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
2015 Q4	–	Sell	-2,036	Closed	-$250K	–	75
2015 Q3	$250K	Buy	+2,036	New	+$249K	0.26%	57
2015 Q2	–	Sell	-2,041	Closed	-$206K	–	75
2015 Q1	$206K	Hold	2,041	–	–	0.19%	68
2014 Q4	$211K	Buy	+2,041	New	+$203K	0.19%	67
2014 Q1	–	Sell	-2,316	Closed	-$224K	–	76
2013 Q4	$224K	Buy	+2,316	New	+$216K	0.22%	66

Other funds holding CB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elm Advisors's CB Position: Q4 2015 in Review

Elm Advisors sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 2,036 shares — an estimated $250K sold.

Elm Advisors first reported a position in CB in Q4 2013 and held it in 4 quarters. The position peaked at $250K in Q3 2015. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

Elm Advisors reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
Elm Advisors sold 2,036 CHUBB CORPORATION shares in Q4 2015, an estimated $250K.
Elm Advisors first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 4 quarters.
Elm Advisors's CHUBB CORPORATION position peaked at $250K in Q3 2015.
787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Elm Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.