WA
CB

Waverly Advisors’s CHUBB CORPORATION CB Stock Holding History

Waverly 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
-100
Closed -$12K – 468
2015
Q3 		$12K Sell
100
-454
-82% -$55.5K 0.01% 336
2015
Q2 		$53K Buy
554
+100
+22% +$9.87K 0.03% 132
2015
Q1 		$46K Hold
454
– – 0.02% 134
2014
Q4 		$47K Sell
454
-192
-30% -$19.1K 0.02% 123
2014
Q3 		$59K Hold
646
– – 0.03% 203
2014
Q2 		$60K Hold
646
– – 0.03% 214
2014
Q1 		$58K Sell
646
-371
-36% -$32.5K 0.03% 205
2013
Q4 		$98K Buy
1,017
+57
+6% +$5.32K 0.03% 237
2013
Q3 		$86K Buy
+960
New +$83.1K 0.04% 167

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

Waverly Advisors's CB Position: Q4 2015 in Review

Waverly Advisors sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 100 shares — an estimated $12K sold.

Waverly Advisors first reported a position in CB in Q3 2013 and held it in 9 quarters. The position peaked at $98K in Q4 2013. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Waverly Advisors reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 100 CHUBB CORPORATION shares in Q4 2015, an estimated $12K.
  • Waverly Advisors first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's CHUBB CORPORATION position peaked at $98K in Q4 2013.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.