SHWM
CB

Smith & Howard Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Smith & Howard Wealth Management’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
-125
Closed -$11K – 276
2013
Q3 		$11K Hold
125
– – 0.01% 202
2013
Q2 		$11K Buy
+125
New +$10.9K 0.01% 177

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

Smith & Howard Wealth Management's CB Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of CHUBB CORPORATION (CB) in Q4 2013, closing a stake of 125 shares — an estimated $11K sold.

Smith & Howard Wealth Management first reported a position in CB in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2013. 778 funds tracked by Wall St. Rank hold CB as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining CHUBB CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 125 CHUBB CORPORATION shares in Q4 2013, an estimated $11K.
  • Smith & Howard Wealth Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's CHUBB CORPORATION position peaked at $11K in Q3 2013.
  • 778 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.