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Rushmore Investment Advisors’s Chubb CB Stock Holding History

Rushmore 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
2013
Q2 		$2.64M Buy
+29,463
New +$2.64M 0.54% 48

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Rushmore Investment Advisors's CB Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Chubb (CB) in Q2 2013: 29,463 shares worth $2.64M. The stake represents 0.54% of the portfolio and ranks #48 among its holdings.

514 funds tracked by Wall St. Rank hold CB as of Q2 2013.

  • Rushmore Investment Advisors held 29,463 shares of Chubb worth $2.64M as of Q2 2013.
  • Chubb was a new Rushmore Investment Advisors position in Q2 2013.
  • Chubb made up 0.54% of Rushmore Investment Advisors's portfolio in Q2 2013, its #48 holding.
  • 514 funds tracked by Wall St. Rank held Chubb as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.