Polaris Wealth Advisory Group’s Chubb CB Stock Holding History

Polaris Wealth Advisory 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 Q2	–	Sell	-4,760	Closed	-$531K	–	71
2015 Q1	$531K	Sell	4,760 -950	-17%	-$107K	0.1%	64
2014 Q4	$656K	Buy	+5,710	New	+$632K	0.13%	56

Other funds holding CB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polaris Wealth Advisory Group's CB Position: Q2 2015 in Review

Polaris Wealth Advisory Group sold out of Chubb (CB) in Q2 2015, closing a stake of 4,760 shares — an estimated $531K sold.

Polaris Wealth Advisory Group first reported a position in CB in Q4 2014 and held it in 2 quarters. The position peaked at $656K in Q4 2014. 604 funds tracked by Wall St. Rank hold CB as of Q2 2015.

Polaris Wealth Advisory Group reported no remaining Chubb position as of Q2 2015 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,760 Chubb shares in Q2 2015, an estimated $531K.
Polaris Wealth Advisory Group first reported a position in Chubb in Q4 2014 and held it in 2 quarters.
Polaris Wealth Advisory Group's Chubb position peaked at $656K in Q4 2014.
604 funds tracked by Wall St. Rank held Chubb as of Q2 2015.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2015, filed 11 Aug 2015.