Jones Financial Companies
CB

Jones Financial Companies’s CHUBB CORPORATION CB Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-100
Closed -$9K – 708
2013
Q3 		$9K Hold
100
– – ﹤0.01% 528
2013
Q2 		$8K Buy
+100
New +$8.75K ﹤0.01% 635

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jones Financial Companies's CB Position: Q4 2013 in Review

Jones Financial Companies sold out of CHUBB CORPORATION (CB) in Q4 2013, closing a stake of 100 shares — an estimated $9K sold.

Jones Financial Companies first reported a position in CB in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 778 funds tracked by Wall St. Rank hold CB as of Q4 2013.

  • Jones Financial Companies reported no remaining CHUBB CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 100 CHUBB CORPORATION shares in Q4 2013, an estimated $9K.
  • Jones Financial Companies first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's CHUBB CORPORATION position peaked at $9K in Q3 2013.
  • 778 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.