Simply Money Advisors’s Chubb CB Stock Holding History

Simply Money 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 Q3	–	Sell	-45	Closed	-$4K	–	156
2013 Q2	$4K	Buy	+45	New	+$4.03K	﹤0.01%	276

Other funds holding CB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Simply Money Advisors's CB Position: Q3 2013 in Review

Simply Money Advisors sold out of Chubb (CB) in Q3 2013, closing a stake of 45 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in CB in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 536 funds tracked by Wall St. Rank hold CB as of Q3 2013.

Simply Money Advisors reported no remaining Chubb position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 45 Chubb shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Chubb in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Chubb position peaked at $4K in Q2 2013.
536 funds tracked by Wall St. Rank held Chubb as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.