RBA
CB

Richard Bernstein Advisors’s CHUBB CORPORATION CB Stock Holding History

Richard Bernstein 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
2014
Q2 		– Sell
-10,427
Closed -$931K – 276
2014
Q1 		$931K Hold
10,427
– – 0.13% 190
2013
Q4 		$1.01M Buy
10,427
+2,089
+25% +$195K 0.2% 176
2013
Q3 		$744K Hold
8,338
– – 0.22% 170
2013
Q2 		$706K Buy
+8,338
New +$730K 0.23% 157

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Richard Bernstein Advisors's CB Position: Q2 2014 in Review

Richard Bernstein Advisors sold out of CHUBB CORPORATION (CB) in Q2 2014, closing a stake of 10,427 shares — an estimated $931K sold.

Richard Bernstein Advisors first reported a position in CB in Q2 2013 and held it in 4 quarters. The position peaked at $1.01M in Q4 2013. 790 funds tracked by Wall St. Rank hold CB as of Q2 2014.

  • Richard Bernstein Advisors reported no remaining CHUBB CORPORATION position as of Q2 2014 after selling out during the quarter.
  • Richard Bernstein Advisors sold 10,427 CHUBB CORPORATION shares in Q2 2014, an estimated $931K.
  • Richard Bernstein Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 4 quarters.
  • Richard Bernstein Advisors's CHUBB CORPORATION position peaked at $1.01M in Q4 2013.
  • 790 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2014.

Based on Richard Bernstein Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.