Guardian Investor Services’s Chubb CB Stock Holding History

Guardian Investor 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
2015 Q1	$252K	Sell	2,261 -35	-2%	-$3.94K	0.2%	123
2014 Q4	$264K	Sell	2,296 -86	-4%	-$9.52K	0.21%	118
2014 Q3	$250K	Sell	2,382 -123	-5%	-$12.8K	0.2%	122
2014 Q2	$260K	Sell	2,505 -118	-4%	-$12.1K	0.2%	126
2014 Q1	$260K	Sell	2,623 -103	-4%	-$9.99K	0.2%	124
2013 Q4	$282K	Hold	2,726	–	–	0.21%	118
2013 Q3	$255K	Sell	2,726 -31	-1%	-$2.83K	0.21%	117
2013 Q2	$247K	Buy	+2,757	New	+$247K	0.21%	114

Other funds holding CB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Investor Services's CB Position: Q1 2015 in Review

Guardian Investor Services reduced its Chubb (CB) stake by 1.5% in Q1 2015, selling an estimated $3.94K and leaving 2,261 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #123.

Guardian Investor Services first reported a position in CB in Q2 2013 and has held it in 8 quarters since. The position peaked at $282K in Q4 2013. 631 funds tracked by Wall St. Rank hold CB as of Q1 2015.

Guardian Investor Services held 2,261 shares of Chubb worth $252K as of Q1 2015.
Guardian Investor Services sold 35 Chubb shares in Q1 2015, an estimated $3.94K.
Chubb made up 0.2% of Guardian Investor Services's portfolio in Q1 2015, its #123 holding.
Guardian Investor Services first reported a position in Chubb in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Chubb position peaked at $282K in Q4 2013.
631 funds tracked by Wall St. Rank held Chubb as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.