FolioMetrix’s Chubb CB Stock Holding History

FolioMetrix’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 Q2	$317K	Buy	3,026 +1,640	+118%	+$177K	0.13%	143
2015 Q1	$155K	Sell	1,386 -630	-31%	-$70.8K	0.08%	168
2014 Q4	$209K	Buy	+2,016	New	+$223K	0.15%	129

Other funds holding CB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FolioMetrix's CB Position: Q2 2015 in Review

FolioMetrix increased its Chubb (CB) stake by 118% in Q2 2015, buying an estimated $177K and bringing the position to 3,026 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #143.

FolioMetrix first reported a position in CB in Q4 2014 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold CB as of Q2 2015.

FolioMetrix held 3,026 shares of Chubb worth $317K as of Q2 2015.
FolioMetrix bought 1,640 Chubb shares in Q2 2015, an estimated $177K.
Chubb made up 0.13% of FolioMetrix's portfolio in Q2 2015, its #143 holding.
FolioMetrix first reported a position in Chubb in Q4 2014 and has held it in 3 quarters since.
604 funds tracked by Wall St. Rank held Chubb as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.