ParenteBeard Wealth Management’s CHUBB CORPORATION CB Stock Holding History

ParenteBeard Wealth Management’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 Q4	$2.17K	Sell	224 -2,044	-90%	-$203K	0.03%	98
2014 Q3	$207K	Buy	+2,268	New	+$207K	0.09%	109
2014 Q1	–	Sell	-2,168	Closed	-$209K	–	113
2013 Q4	$209K	Buy	+2,168	New	+$202K	0.08%	105

Other funds holding CB

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ParenteBeard Wealth Management's CB Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its CHUBB CORPORATION (CB) stake by 90% in Q4 2014, selling an estimated $203K and leaving 224 shares worth $2.17K. The position accounts for 0.03% of the portfolio, ranked #98.

ParenteBeard Wealth Management first reported a position in CB in Q4 2013 and has held it in 3 quarters since. The position peaked at $209K in Q4 2013. 829 funds tracked by Wall St. Rank hold CB as of Q4 2014.

ParenteBeard Wealth Management held 224 shares of CHUBB CORPORATION worth $2.17K as of Q4 2014.
ParenteBeard Wealth Management sold 2,044 CHUBB CORPORATION shares in Q4 2014, an estimated $203K.
CHUBB CORPORATION made up 0.03% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #98 holding.
ParenteBeard Wealth Management first reported a position in CHUBB CORPORATION in Q4 2013 and has held it in 3 quarters since.
ParenteBeard Wealth Management's CHUBB CORPORATION position peaked at $209K in Q4 2013.
829 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.