JWA
CB

JFS Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

JFS Wealth 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
Q3 		– Sell
-15
Closed -$1K – 623
2015
Q2 		$1K Hold
15
– – ﹤0.01% 503
2015
Q1 		$2K Hold
15
– – ﹤0.01% 477
2014
Q4 		$2K Hold
15
– – ﹤0.01% 493
2014
Q3 		$1K Sell
15
-3
-17% -$273 ﹤0.01% 479
2014
Q2 		$2K Buy
+18
New +$1.66K ﹤0.01% 449

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JFS Wealth Advisors's CB Position: Q3 2015 in Review

JFS Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 15 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in CB in Q2 2014 and held it in 5 quarters. The position peaked at $2K in Q1 2015. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • JFS Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 15 CHUBB CORPORATION shares in Q3 2015, an estimated $1K.
  • JFS Wealth Advisors first reported a position in CHUBB CORPORATION in Q2 2014 and held it in 5 quarters.
  • JFS Wealth Advisors's CHUBB CORPORATION position peaked at $2K in Q1 2015.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.