WIM
CB

Waverton Investment Management’s CHUBB CORPORATION CB Stock Holding History

Waverton Investment Management’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
-11,160
Closed -$1.02M – 99
2014
Q3 		$1.02M Hold
11,160
– – 0.07% 87
2014
Q2 		$1.03M Hold
11,160
– – 0.07% 86
2014
Q1 		$997K Hold
11,160
– – 0.05% 154
2013
Q4 		$1.08M Sell
11,160
-700
-6% -$65.3K 0.06% 151
2013
Q3 		$1.06M Hold
11,860
– – 0.06% 166
2013
Q2 		$1M Buy
+11,860
New +$1.04M 0.09% 71

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Waverton Investment Management's CB Position: Q4 2014 in Review

Waverton Investment Management sold out of CHUBB CORPORATION (CB) in Q4 2014, closing a stake of 11,160 shares — an estimated $1.02M sold.

Waverton Investment Management first reported a position in CB in Q2 2013 and held it in 6 quarters. The position peaked at $1.08M in Q4 2013. 829 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Waverton Investment Management reported no remaining CHUBB CORPORATION position as of Q4 2014 after selling out during the quarter.
  • Waverton Investment Management sold 11,160 CHUBB CORPORATION shares in Q4 2014, an estimated $1.02M.
  • Waverton Investment Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 6 quarters.
  • Waverton Investment Management's CHUBB CORPORATION position peaked at $1.08M in Q4 2013.
  • 829 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2014.

Based on Waverton Investment Management's 13F filing for Q4 2014, filed 8 Jan 2015.