LFR
CB

Lehman Financial Resources’s CHUBB CORPORATION CB Stock Holding History

Lehman Financial Resources’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
-29
Closed -$3K – 490
2015
Q3 		$3K Sell
29
-571
-95% -$69.9K ﹤0.01% 401
2015
Q2 		$57K Hold
600
– – 0.03% 141
2015
Q1 		$61K Hold
600
– – 0.03% 142
2014
Q4 		$62K Hold
600
– – 0.03% 127
2014
Q3 		$55K Hold
600
– – 0.03% 134
2014
Q2 		$55K Hold
600
– – 0.03% 133
2014
Q1 		$54K Hold
600
– – 0.03% 128
2013
Q4 		$58K Hold
600
– – 0.04% 111
2013
Q3 		$54K Hold
600
– – 0.03% 109
2013
Q2 		$51K Buy
+600
New +$52.5K 0.03% 99

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 $235B AUM 32.99% 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 $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

Lehman Financial Resources's CB Position: Q4 2015 in Review

Lehman Financial Resources sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 29 shares — an estimated $3K sold.

Lehman Financial Resources first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $62K in Q4 2014. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Lehman Financial Resources reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 29 CHUBB CORPORATION shares in Q4 2015, an estimated $3K.
  • Lehman Financial Resources first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's CHUBB CORPORATION position peaked at $62K in Q4 2014.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.