WA
CB

WealthTrust-Arizona’s CHUBB CORPORATION CB Stock Holding History

WealthTrust-Arizona’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
Q3 		– Sell
-300
Closed -$29K – 685
2015
Q2 		$29K Hold
300
– – 0.02% 226
2015
Q1 		$30K Buy
300
+100
+50% +$10.1K 0.02% 221
2014
Q4 		$21K Sell
200
-150
-43% -$14.9K 0.02% 275
2014
Q3 		$32K Hold
350
– – 0.04% 214
2014
Q2 		$32K Sell
350
-250
-42% -$23K 0.03% 224
2014
Q1 		$54K Hold
600
– – 0.06% 151
2013
Q4 		$58K Hold
600
– – 0.07% 130
2013
Q3 		$54K Hold
600
– – 0.07% 129
2013
Q2 		$51K Buy
+600
New +$52.5K 0.07% 136

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
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

WealthTrust-Arizona's CB Position: Q3 2015 in Review

WealthTrust-Arizona sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 300 shares — an estimated $29K sold.

WealthTrust-Arizona first reported a position in CB in Q2 2013 and held it in 9 quarters. The position peaked at $58K in Q4 2013. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • WealthTrust-Arizona reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 300 CHUBB CORPORATION shares in Q3 2015, an estimated $29K.
  • WealthTrust-Arizona first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 9 quarters.
  • WealthTrust-Arizona's CHUBB CORPORATION position peaked at $58K in Q4 2013.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.