Fiduciary Services Corp’s Chubb CB Stock Holding History

Fiduciary Services Corp’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 Q1	$241K	Buy	2,165 +31	+1%	+$3.49K	0.08%	172
2014 Q4	$245K	Sell	2,134 -133	-6%	-$14.7K	0.08%	163
2014 Q3	$238K	Hold	2,267	–	–	0.09%	153
2014 Q2	$235K	Sell	2,267 -175	-7%	-$17.9K	0.09%	149
2014 Q1	$242K	Hold	2,442	–	–	0.1%	144
2013 Q4	$253K	Sell	2,442 -150	-6%	-$14.7K	0.1%	143
2013 Q3	$243K	Sell	2,592 -300	-10%	-$27.4K	0.11%	131
2013 Q2	$259K	Buy	+2,892	New	+$259K	0.12%	130

Other funds holding CB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Services Corp's CB Position: Q1 2015 in Review

Fiduciary Services Corp increased its Chubb (CB) stake by 1.5% in Q1 2015, buying an estimated $3.49K and bringing the position to 2,165 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #172.

Fiduciary Services Corp first reported a position in CB in Q2 2013 and has held it in 8 quarters since. The position peaked at $259K in Q2 2013. 630 funds tracked by Wall St. Rank hold CB as of Q1 2015.

Fiduciary Services Corp held 2,165 shares of Chubb worth $241K as of Q1 2015.
Fiduciary Services Corp bought 31 Chubb shares in Q1 2015, an estimated $3.49K.
Chubb made up 0.08% of Fiduciary Services Corp's portfolio in Q1 2015, its #172 holding.
Fiduciary Services Corp first reported a position in Chubb in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Chubb position peaked at $259K in Q2 2013.
630 funds tracked by Wall St. Rank held Chubb as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.