PWAG
CB

Polaris Wealth Advisory Group’s CHUBB CORPORATION 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
2013
Q3 		– Sell
-19
Closed -$1.61K – 178
2013
Q2 		$1.61K Buy
+19
New +$1.66K ﹤0.01% 141

Other funds holding CB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's CB Position: Q3 2013 in Review

Polaris Wealth Advisory Group sold out of CHUBB CORPORATION (CB) in Q3 2013, closing a stake of 19 shares — an estimated $1.61K sold.

Polaris Wealth Advisory Group first reported a position in CB in Q2 2013 and held it in 1 quarter. The position peaked at $1.61K in Q2 2013. 733 funds tracked by Wall St. Rank hold CB as of Q3 2013.

  • Polaris Wealth Advisory Group reported no remaining CHUBB CORPORATION position as of Q3 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 19 CHUBB CORPORATION shares in Q3 2013, an estimated $1.61K.
  • Polaris Wealth Advisory Group first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's CHUBB CORPORATION position peaked at $1.61K in Q2 2013.
  • 733 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2013, filed 18 Oct 2013.