MGIA
CB

Moneta Group Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Moneta Group Investment 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
Q4 		– Sell
-2,050
Closed -$251K – 540
2015
Q3 		$251K Sell
2,050
-4,073
-67% -$498K 0.07% 113
2015
Q2 		$583K Buy
6,123
+4,043
+194% +$399K 0.18% 66
2015
Q1 		$210K Hold
2,080
– – 0.09% 136
2014
Q4 		$215K Buy
+2,080
New +$207K 0.1% 132
2014
Q1 		– Sell
-2,080
Closed -$201K – 131
2013
Q4 		$201K Buy
+2,080
New +$194K 0.12% 125
2013
Q3 		– Sell
-2,680
Closed -$227K – 123
2013
Q2 		$227K Buy
+2,680
New +$234K 0.16% 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

Moneta Group Investment Advisors's CB Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 2,050 shares — an estimated $251K sold.

Moneta Group Investment Advisors first reported a position in CB in Q2 2013 and held it in 6 quarters. The position peaked at $583K in Q2 2015. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,050 CHUBB CORPORATION shares in Q4 2015, an estimated $251K.
  • Moneta Group Investment Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 6 quarters.
  • Moneta Group Investment Advisors's CHUBB CORPORATION position peaked at $583K in Q2 2015.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.