WP
CB

WealthPLAN Partners’s CHUBB CORPORATION CB Stock Holding History

WealthPLAN Partners’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
Q2 		$38K Hold
400
– – 0.02% 203
2015
Q1 		$40K Buy
+400
New +$40.5K 0.02% 266

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthPLAN Partners's CB Position: Q2 2015 in Review

WealthPLAN Partners held its CHUBB CORPORATION (CB) position steady in Q2 2015 at 400 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #203.

WealthPLAN Partners first reported a position in CB in Q1 2015 and has held it in 2 quarters since. The position peaked at $40K in Q1 2015. 793 funds tracked by Wall St. Rank hold CB as of Q2 2015.

  • WealthPLAN Partners held 400 shares of CHUBB CORPORATION worth $38K as of Q2 2015.
  • WealthPLAN Partners left its CHUBB CORPORATION share count unchanged in Q2 2015.
  • CHUBB CORPORATION made up 0.02% of WealthPLAN Partners's portfolio in Q2 2015, its #203 holding.
  • WealthPLAN Partners first reported a position in CHUBB CORPORATION in Q1 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's CHUBB CORPORATION position peaked at $40K in Q1 2015.
  • 793 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.