MHS
CB

M Holdings Securities’s CHUBB CORPORATION CB Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-825
Closed -$75K – 533
2014
Q3 		$75K Buy
+825
New +$75.1K 0.04% 336

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

M Holdings Securities's CB Position: Q4 2014 in Review

M Holdings Securities sold out of CHUBB CORPORATION (CB) in Q4 2014, closing a stake of 825 shares — an estimated $75K sold.

M Holdings Securities first reported a position in CB in Q3 2014 and held it in 1 quarter. The position peaked at $75K in Q3 2014. 829 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • M Holdings Securities reported no remaining CHUBB CORPORATION position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 825 CHUBB CORPORATION shares in Q4 2014, an estimated $75K.
  • M Holdings Securities first reported a position in CHUBB CORPORATION in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's CHUBB CORPORATION position peaked at $75K in Q3 2014.
  • 829 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.