NFG
CB

Next Financial Group’s CHUBB CORPORATION CB Stock Holding History

Next Financial Group’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
Q3 		– Sell
-48
Closed -$4K – 2103
2015
Q2 		$4K Hold
48
– – ﹤0.01% 1578
2015
Q1 		$4K Hold
48
– – ﹤0.01% 1590
2014
Q4 		$5K Sell
48
-348
-88% -$34.6K ﹤0.01% 1553
2014
Q3 		$36K Hold
396
– – 0.01% 1124
2014
Q2 		$35K Buy
+396
New +$36.4K 0.02% 443

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Next Financial Group's CB Position: Q3 2015 in Review

Next Financial Group sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 48 shares — an estimated $4K sold.

Next Financial Group first reported a position in CB in Q2 2014 and held it in 5 quarters. The position peaked at $36K in Q3 2014. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • Next Financial Group reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Next Financial Group sold 48 CHUBB CORPORATION shares in Q3 2015, an estimated $4K.
  • Next Financial Group first reported a position in CHUBB CORPORATION in Q2 2014 and held it in 5 quarters.
  • Next Financial Group's CHUBB CORPORATION position peaked at $36K in Q3 2014.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.