SMA
CB

Simply Money Advisors’s CHUBB CORPORATION 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
Q4 		– Sell
-378
Closed -$34K – 156
2013
Q3 		$34K Buy
+378
New +$32.7K 0.01% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simply Money Advisors's CB Position: Q4 2013 in Review

Simply Money Advisors sold out of CHUBB CORPORATION (CB) in Q4 2013, closing a stake of 378 shares — an estimated $34K sold.

Simply Money Advisors first reported a position in CB in Q3 2013 and held it in 1 quarter. The position peaked at $34K in Q3 2013. 778 funds tracked by Wall St. Rank hold CB as of Q4 2013.

  • Simply Money Advisors reported no remaining CHUBB CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 378 CHUBB CORPORATION shares in Q4 2013, an estimated $34K.
  • Simply Money Advisors first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 1 quarter.
  • Simply Money Advisors's CHUBB CORPORATION position peaked at $34K in Q3 2013.
  • 778 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.