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Stifel Trust’s Chubb CB Stock Holding History

Stifel Trust’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
Q3 		$119K Buy
1,133
+900
+386% +$93.9K 0.02% 216
2014
Q2 		$25K Hold
233
– – ﹤0.01% 319
2014
Q1 		$24K Hold
233
– – ﹤0.01% 342
2013
Q4 		$25K Hold
233
– – ﹤0.01% 330
2013
Q3 		$22K Hold
233
– – ﹤0.01% 342
2013
Q2 		$21K Buy
+233
New +$20.9K ﹤0.01% 340

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Trust's CB Position: Q3 2014 in Review

Stifel Trust increased its Chubb (CB) stake by 386% in Q3 2014, buying an estimated $93.9K and bringing the position to 1,133 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #216.

Stifel Trust first reported a position in CB in Q2 2013 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold CB as of Q3 2014.

  • Stifel Trust held 1,133 shares of Chubb worth $119K as of Q3 2014.
  • Stifel Trust bought 900 Chubb shares in Q3 2014, an estimated $93.9K.
  • Chubb made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #216 holding.
  • Stifel Trust first reported a position in Chubb in Q2 2013 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Chubb as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.