Gradient Investments’s CHUBB CORPORATION CB Stock Holding History

Gradient Investments’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	-317	Closed	-$32K	–	766
2015 Q1	$32K	Buy	+317	New	+$32.1K	﹤0.01%	286
2013 Q4	–	Sell	-5	Closed	–	–	733
2013 Q3	$0	Hold	5	–	–	﹤0.01%	656
2013 Q2	$0	Buy	+5	New	+$437	﹤0.01%	526

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

Gradient Investments's CB Position: Q2 2015 in Review

Gradient Investments sold out of CHUBB CORPORATION (CB) in Q2 2015, closing a stake of 317 shares — an estimated $32K sold.

Gradient Investments first reported a position in CB in Q2 2013 and held it in 3 quarters. The position peaked at $32K in Q1 2015. 793 funds tracked by Wall St. Rank hold CB as of Q2 2015.

Gradient Investments reported no remaining CHUBB CORPORATION position as of Q2 2015 after selling out during the quarter.
Gradient Investments sold 317 CHUBB CORPORATION shares in Q2 2015, an estimated $32K.
Gradient Investments first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 3 quarters.
Gradient Investments's CHUBB CORPORATION position peaked at $32K in Q1 2015.
793 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.