SFA
CB

Sequoia Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

Sequoia Financial 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
-2,366
Closed -$225K – 201
2015
Q2 		$225K Buy
+2,366
New +$234K 0.1% 168

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

Sequoia Financial Advisors's CB Position: Q3 2015 in Review

Sequoia Financial Advisors sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 2,366 shares — an estimated $225K sold.

Sequoia Financial Advisors first reported a position in CB in Q2 2015 and held it in 1 quarter. The position peaked at $225K in Q2 2015. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • Sequoia Financial Advisors reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,366 CHUBB CORPORATION shares in Q3 2015, an estimated $225K.
  • Sequoia Financial Advisors first reported a position in CHUBB CORPORATION in Q2 2015 and held it in 1 quarter.
  • Sequoia Financial Advisors's CHUBB CORPORATION position peaked at $225K in Q2 2015.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on Sequoia Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.