GGPS
CB

Gary Goldberg Planning Services’s CHUBB CORPORATION 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 		$41K Sell
400
-33
-8% -$3.29K 0.02% 242
2014
Q3 		$39K Buy
+433
New +$39.4K 0.02% 261

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its CHUBB CORPORATION (CB) stake by 7.6% in Q4 2014, selling an estimated $3.29K and leaving 400 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #242.

Gary Goldberg Planning Services first reported a position in CB in Q3 2014 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Gary Goldberg Planning Services held 400 shares of CHUBB CORPORATION worth $41K as of Q4 2014.
  • Gary Goldberg Planning Services sold 33 CHUBB CORPORATION shares in Q4 2014, an estimated $3.29K.
  • CHUBB CORPORATION made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #242 holding.
  • Gary Goldberg Planning Services first reported a position in CHUBB CORPORATION in Q3 2014 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2014.

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