US Financial Advisors’s Chubb CB Stock Holding History

US Financial Advisors’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	-32	Closed	-$3K	–	615
2015 Q3	$3K	Buy	+32	New	+$3.35K	0.01%	348

Other funds holding CB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

US Financial Advisors's CB Position: Q4 2015 in Review

US Financial Advisors sold out of Chubb (CB) in Q4 2015, closing a stake of 32 shares — an estimated $3K sold.

US Financial Advisors first reported a position in CB in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 655 funds tracked by Wall St. Rank hold CB as of Q4 2015.

US Financial Advisors reported no remaining Chubb position as of Q4 2015 after selling out during the quarter.
US Financial Advisors sold 32 Chubb shares in Q4 2015, an estimated $3K.
US Financial Advisors first reported a position in Chubb in Q3 2015 and held it in 1 quarter.
US Financial Advisors's Chubb position peaked at $3K in Q3 2015.
655 funds tracked by Wall St. Rank held Chubb as of Q4 2015.

Based on US Financial Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.