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Sustainable Growth Advisers’s Chubb CB Stock Holding History

Sustainable Growth Advisers’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
Q4 		– Sell
-16,500
Closed -$1.73M – 48
2014
Q3 		$1.73M Buy
+16,500
New +$1.72M 0.04% 36

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sustainable Growth Advisers's CB Position: Q4 2014 in Review

Sustainable Growth Advisers sold out of Chubb (CB) in Q4 2014, closing a stake of 16,500 shares — an estimated $1.73M sold.

Sustainable Growth Advisers first reported a position in CB in Q3 2014 and held it in 1 quarter. The position peaked at $1.73M in Q3 2014. 631 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Sustainable Growth Advisers reported no remaining Chubb position as of Q4 2014 after selling out during the quarter.
  • Sustainable Growth Advisers sold 16,500 Chubb shares in Q4 2014, an estimated $1.73M.
  • Sustainable Growth Advisers first reported a position in Chubb in Q3 2014 and held it in 1 quarter.
  • Sustainable Growth Advisers's Chubb position peaked at $1.73M in Q3 2014.
  • 631 funds tracked by Wall St. Rank held Chubb as of Q4 2014.

Based on Sustainable Growth Advisers's 13F filing for Q4 2014, filed 6 Feb 2015.