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Signature Estate & Investment Advisors’s Chubb CB Stock Holding History

Signature Estate & 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
2014
Q1 		– Sell
-44,385
Closed -$4.59M – 61
2013
Q4 		$4.59M Buy
44,385
+3,828
+9% +$376K 2.27% 17
2013
Q3 		$3.79M Buy
40,557
+3,674
+10% +$336K 2.19% 20
2013
Q2 		$3.3M Buy
+36,883
New +$3.3M 2.37% 14

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Signature Estate & Investment Advisors's CB Position: Q1 2014 in Review

Signature Estate & Investment Advisors sold out of Chubb (CB) in Q1 2014, closing a stake of 44,385 shares — an estimated $4.59M sold.

Signature Estate & Investment Advisors first reported a position in CB in Q2 2013 and held it in 3 quarters. The position peaked at $4.59M in Q4 2013. 563 funds tracked by Wall St. Rank hold CB as of Q1 2014.

  • Signature Estate & Investment Advisors reported no remaining Chubb position as of Q1 2014 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 44,385 Chubb shares in Q1 2014, an estimated $4.59M.
  • Signature Estate & Investment Advisors first reported a position in Chubb in Q2 2013 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Chubb position peaked at $4.59M in Q4 2013.
  • 563 funds tracked by Wall St. Rank held Chubb as of Q1 2014.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2014, filed 7 May 2014.