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Pinnacle Summer Investments’s Chubb CB Stock Holding History

Pinnacle Summer Investments’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 		$24K Buy
200
+100
+100% +$11.3K ﹤0.01% 440
2015
Q3 		$10K Sell
100
-98
-49% -$10.2K ﹤0.01% 746
2015
Q2 		$20K Buy
198
+98
+98% +$10.6K ﹤0.01% 425
2015
Q1 		$11K Hold
100
– – ﹤0.01% 766
2014
Q4 		$11K Hold
100
– – ﹤0.01% 784
2014
Q3 		$10K Hold
100
– – ﹤0.01% 812
2014
Q2 		$10K Hold
100
– – ﹤0.01% 766
2014
Q1 		$10K Hold
100
– – ﹤0.01% 706
2013
Q4 		$10K Hold
100
– – ﹤0.01% 725
2013
Q3 		$9K Hold
100
– – ﹤0.01% 695
2013
Q2 		$9K Buy
+100
New +$8.96K ﹤0.01% 627

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pinnacle Summer Investments's CB Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Chubb (CB) stake by 100% in Q4 2015, buying an estimated $11.3K and bringing the position to 200 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Pinnacle Summer Investments first reported a position in CB in Q2 2013 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Pinnacle Summer Investments held 200 shares of Chubb worth $24K as of Q4 2015.
  • Pinnacle Summer Investments bought 100 Chubb shares in Q4 2015, an estimated $11.3K.
  • Chubb made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #440 holding.
  • Pinnacle Summer Investments first reported a position in Chubb in Q2 2013 and has held it in 11 quarters since.
  • 656 funds tracked by Wall St. Rank held Chubb as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.