RIA
CB

Regal Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-1,391
Closed -$132K – 1191
2015
Q2 		$132K Buy
1,391
+218
+19% +$21.5K 0.04% 299
2015
Q1 		$119K Buy
1,173
+40
+4% +$4.05K 0.03% 314
2014
Q4 		$117K Buy
1,133
+266
+31% +$26.5K 0.03% 285
2014
Q3 		$79K Buy
867
+705
+435% +$64.2K 0.02% 340
2014
Q2 		$15K Sell
162
-1
-0.6% -$92 0.01% 604
2014
Q1 		$15K Buy
+163
New +$14.3K 0.01% 581

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Regal Investment Advisors's CB Position: Q3 2015 in Review

Regal Investment Advisors sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 1,391 shares — an estimated $132K sold.

Regal Investment Advisors first reported a position in CB in Q1 2014 and held it in 6 quarters. The position peaked at $132K in Q2 2015. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • Regal Investment Advisors reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,391 CHUBB CORPORATION shares in Q3 2015, an estimated $132K.
  • Regal Investment Advisors first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 6 quarters.
  • Regal Investment Advisors's CHUBB CORPORATION position peaked at $132K in Q2 2015.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.