FFA
CB

First Foundation Advisors’s CHUBB CORPORATION CB Stock Holding History

First Foundation 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
2013
Q4 		– Sell
-3,625
Closed -$324K – 215
2013
Q3 		$324K Buy
+3,625
New +$314K 0.05% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Foundation Advisors's CB Position: Q4 2013 in Review

First Foundation Advisors sold out of CHUBB CORPORATION (CB) in Q4 2013, closing a stake of 3,625 shares — an estimated $324K sold.

First Foundation Advisors first reported a position in CB in Q3 2013 and held it in 1 quarter. The position peaked at $324K in Q3 2013. 778 funds tracked by Wall St. Rank hold CB as of Q4 2013.

  • First Foundation Advisors reported no remaining CHUBB CORPORATION position as of Q4 2013 after selling out during the quarter.
  • First Foundation Advisors sold 3,625 CHUBB CORPORATION shares in Q4 2013, an estimated $324K.
  • First Foundation Advisors first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 1 quarter.
  • First Foundation Advisors's CHUBB CORPORATION position peaked at $324K in Q3 2013.
  • 778 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2013.

Based on First Foundation Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.