PSI
CB

Pinnacle Summer Investments’s CHUBB CORPORATION 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 		– Sell
-150
Closed -$18K – 1148
2015
Q3 		$18K Buy
150
+40
+36% +$4.89K ﹤0.01% 644
2015
Q2 		$10K Sell
110
-150
-58% -$14.8K ﹤0.01% 549
2015
Q1 		$26K Hold
260
– – ﹤0.01% 616
2014
Q4 		$27K Hold
260
– – ﹤0.01% 622
2014
Q3 		$24K Hold
260
– – ﹤0.01% 650
2014
Q2 		$24K Buy
260
+110
+73% +$10.1K ﹤0.01% 622
2014
Q1 		$14K Hold
150
– – ﹤0.01% 668
2013
Q4 		$14K Hold
150
– – ﹤0.01% 689
2013
Q3 		$13K Sell
150
-110
-42% -$9.52K ﹤0.01% 642
2013
Q2 		$22K Buy
+260
New +$22.7K 0.01% 490

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 150 shares — an estimated $18K sold.

Pinnacle Summer Investments first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $27K in Q4 2014. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 150 CHUBB CORPORATION shares in Q4 2015, an estimated $18K.
  • Pinnacle Summer Investments first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
  • Pinnacle Summer Investments's CHUBB CORPORATION position peaked at $27K in Q4 2014.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

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