Index Management Solutions’s Chubb CB Stock Holding History

Index Management Solutions’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 Q3	$30K	Buy	293 +23	+9%	+$2.4K	0.03%	318
2015 Q2	$27K	Buy	270 +173	+178%	+$18.6K	0.03%	430
2015 Q1	$11K	Sell	97 -535	-85%	-$60.2K	0.01%	562
2014 Q4	$73K	Sell	632 -3,121	-83%	-$346K	0.01%	297
2014 Q3	$394K	Buy	3,753 +413	+12%	+$43.1K	0.04%	357
2014 Q2	$346K	Buy	3,340 +2,258	+209%	+$231K	0.04%	375
2014 Q1	$107K	Buy	1,082 +599	+124%	+$58.1K	0.02%	429
2013 Q4	$50K	Buy	483 +54	+13%	+$5.3K	0.01%	506
2013 Q3	$40K	Buy	+429	New	+$39.2K	0.01%	554

Other funds holding CB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Index Management Solutions's CB Position: Q3 2015 in Review

Index Management Solutions increased its Chubb (CB) stake by 8.5% in Q3 2015, buying an estimated $2.4K and bringing the position to 293 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #318.

Index Management Solutions first reported a position in CB in Q3 2013 and has held it in 9 quarters since. The position peaked at $394K in Q3 2014. 638 funds tracked by Wall St. Rank hold CB as of Q3 2015.

Index Management Solutions held 293 shares of Chubb worth $30K as of Q3 2015.
Index Management Solutions bought 23 Chubb shares in Q3 2015, an estimated $2.4K.
Chubb made up 0.03% of Index Management Solutions's portfolio in Q3 2015, its #318 holding.
Index Management Solutions first reported a position in Chubb in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Chubb position peaked at $394K in Q3 2014.
638 funds tracked by Wall St. Rank held Chubb as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.