New York Life Trust’s Chubb CB Stock Holding History

New York Life Trust’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 Q3	–	Sell	-25	Closed	-$3K	–	198
2014 Q2	$3K	Sell	25 -469	-95%	-$48K	0.01%	189
2014 Q1	$49K	Buy	+494	New	+$47.9K	0.22%	141

Other funds holding CB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Trust's CB Position: Q3 2014 in Review

New York Life Trust sold out of Chubb (CB) in Q3 2014, closing a stake of 25 shares — an estimated $3K sold.

New York Life Trust first reported a position in CB in Q1 2014 and held it in 2 quarters. The position peaked at $49K in Q1 2014. 582 funds tracked by Wall St. Rank hold CB as of Q3 2014.

New York Life Trust reported no remaining Chubb position as of Q3 2014 after selling out during the quarter.
New York Life Trust sold 25 Chubb shares in Q3 2014, an estimated $3K.
New York Life Trust first reported a position in Chubb in Q1 2014 and held it in 2 quarters.
New York Life Trust's Chubb position peaked at $49K in Q1 2014.
582 funds tracked by Wall St. Rank held Chubb as of Q3 2014.

Based on New York Life Trust's 13F filing for Q3 2014, filed 14 Nov 2014.