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Gary Goldberg Planning Services’s Chubb CB Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-380
Closed -$40K – 456
2014
Q3 		$40K Buy
+380
New +$39.6K 0.02% 257

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gary Goldberg Planning Services's CB Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Chubb (CB) in Q4 2014, closing a stake of 380 shares — an estimated $40K sold.

Gary Goldberg Planning Services first reported a position in CB in Q3 2014 and held it in 1 quarter. The position peaked at $40K in Q3 2014. 630 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Chubb position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 380 Chubb shares in Q4 2014, an estimated $40K.
  • Gary Goldberg Planning Services first reported a position in Chubb in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Chubb position peaked at $40K in Q3 2014.
  • 630 funds tracked by Wall St. Rank held Chubb as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.