Gideon Capital Advisors’s CHUBB CORPORATION CB Stock Holding History

Gideon Capital 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
2015 Q2	–	Sell	-24,583	Closed	-$2.48M	–	359
2015 Q1	$2.48M	Buy	24,583 +11,995	+95%	+$1.21M	1%	20
2014 Q4	$1.3M	Buy	+12,588	New	+$1.25M	0.61%	53
2014 Q3	–	Sell	-19,025	Closed	-$1.75M	–	403
2014 Q2	$1.75M	Buy	+19,025	New	+$1.75M	0.64%	48
2014 Q1	–	Sell	-14,082	Closed	-$1.36M	–	316
2013 Q4	$1.36M	Buy	+14,082	New	+$1.31M	0.81%	36

Other funds holding CB

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gideon Capital Advisors's CB Position: Q2 2015 in Review

Gideon Capital Advisors sold out of CHUBB CORPORATION (CB) in Q2 2015, closing a stake of 24,583 shares — an estimated $2.48M sold.

Gideon Capital Advisors first reported a position in CB in Q4 2013 and held it in 4 quarters. The position peaked at $2.48M in Q1 2015. 793 funds tracked by Wall St. Rank hold CB as of Q2 2015.

Gideon Capital Advisors reported no remaining CHUBB CORPORATION position as of Q2 2015 after selling out during the quarter.
Gideon Capital Advisors sold 24,583 CHUBB CORPORATION shares in Q2 2015, an estimated $2.48M.
Gideon Capital Advisors first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 4 quarters.
Gideon Capital Advisors's CHUBB CORPORATION position peaked at $2.48M in Q1 2015.
793 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2015.

Based on Gideon Capital Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.