SSG
CB

Summit Securities Group’s CHUBB CORPORATION CB Stock Holding History

Summit Securities Group’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
2015
Q4 		– Sell
-700
Closed -$86K – 535
2015
Q3 		$86K Buy
700
+400
+133% +$48.9K 0.06% 126
2015
Q2 		$29K Sell
300
-100
-25% -$9.87K 0.01% 284
2015
Q1 		$40K Buy
400
+300
+300% +$30.4K 0.03% 214
2014
Q4 		$10K Buy
+100
New +$9.95K ﹤0.01% 457
2014
Q3 		– Sell
-3,200
Closed -$295K – 903
2014
Q2 		$295K Buy
+3,200
New +$294K 0.1% 130
2013
Q4 		– Sell
-200
Closed -$18K – 691
2013
Q3 		$18K Buy
+200
New +$17.3K 0.01% 238

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Securities Group's CB Position: Q4 2015 in Review

Summit Securities Group sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 700 shares — an estimated $86K sold.

Summit Securities Group first reported a position in CB in Q3 2013 and held it in 6 quarters. The position peaked at $295K in Q2 2014. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Summit Securities Group reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Summit Securities Group sold 700 CHUBB CORPORATION shares in Q4 2015, an estimated $86K.
  • Summit Securities Group first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 6 quarters.
  • Summit Securities Group's CHUBB CORPORATION position peaked at $295K in Q2 2014.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Summit Securities Group's 13F filing for Q4 2015, filed 11 Feb 2016.