IPC
CB

Independent Portfolio Consultants’s CHUBB CORPORATION CB Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-115
Closed -$14K – 838
2015
Q3 		$14K Hold
115
– – ﹤0.01% 700
2015
Q2 		$11K Sell
115
-33
-22% -$3.26K ﹤0.01% 773
2015
Q1 		$15K Buy
148
+23
+18% +$2.33K ﹤0.01% 706
2014
Q4 		$13K Buy
+125
New +$12.4K ﹤0.01% 700

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Portfolio Consultants's CB Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 115 shares — an estimated $14K sold.

Independent Portfolio Consultants first reported a position in CB in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 115 CHUBB CORPORATION shares in Q4 2015, an estimated $14K.
  • Independent Portfolio Consultants first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's CHUBB CORPORATION position peaked at $15K in Q1 2015.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.