UAS
CB

United Asset Strategies’s CHUBB CORPORATION CB Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-21,602
Closed -$1.83M – 101
2013
Q2 		$1.83M Buy
+21,602
New +$1.89M 1.21% 31

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Asset Strategies's CB Position: Q3 2013 in Review

United Asset Strategies sold out of CHUBB CORPORATION (CB) in Q3 2013, closing a stake of 21,602 shares — an estimated $1.83M sold.

United Asset Strategies first reported a position in CB in Q2 2013 and held it in 1 quarter. The position peaked at $1.83M in Q2 2013. 733 funds tracked by Wall St. Rank hold CB as of Q3 2013.

  • United Asset Strategies reported no remaining CHUBB CORPORATION position as of Q3 2013 after selling out during the quarter.
  • United Asset Strategies sold 21,602 CHUBB CORPORATION shares in Q3 2013, an estimated $1.83M.
  • United Asset Strategies first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 1 quarter.
  • United Asset Strategies's CHUBB CORPORATION position peaked at $1.83M in Q2 2013.
  • 733 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2013.

Based on United Asset Strategies's 13F filing for Q3 2013, filed 8 Nov 2013.