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Mariner Wealth Advisors (NYC)’s Chubb CB Stock Holding History

Mariner Wealth Advisors (NYC)’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
Q1 		$15K Buy
+134
New +$15.1K 0.01% 309

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s CB Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Chubb (CB) in Q1 2015: 134 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

631 funds tracked by Wall St. Rank hold CB as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 134 shares of Chubb worth $15K as of Q1 2015.
  • Chubb was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Chubb made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #309 holding.
  • 631 funds tracked by Wall St. Rank held Chubb as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.