OIA
CB

Optimum Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Optimum 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
Q1 		– Sell
-200
Closed -$21K – 1040
2014
Q4 		$21K Sell
200
-110
-35% -$10.9K 0.01% 710
2014
Q3 		$28K Sell
310
-400
-56% -$36.4K 0.01% 588
2014
Q2 		$65K Sell
710
-600
-46% -$55.2K 0.02% 427
2014
Q1 		$117K Hold
1,310
– – 0.04% 283
2013
Q4 		$127K Hold
1,310
– – 0.05% 268
2013
Q3 		$117K Buy
+1,310
New +$113K 0.05% 267

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimum Investment Advisors's CB Position: Q1 2015 in Review

Optimum Investment Advisors sold out of CHUBB CORPORATION (CB) in Q1 2015, closing a stake of 200 shares — an estimated $21K sold.

Optimum Investment Advisors first reported a position in CB in Q3 2013 and held it in 6 quarters. The position peaked at $127K in Q4 2013. 818 funds tracked by Wall St. Rank hold CB as of Q1 2015.

  • Optimum Investment Advisors reported no remaining CHUBB CORPORATION position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 CHUBB CORPORATION shares in Q1 2015, an estimated $21K.
  • Optimum Investment Advisors first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's CHUBB CORPORATION position peaked at $127K in Q4 2013.
  • 818 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.