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Westwood Management Corporation’s Chubb CB Stock Holding History

Westwood Management Corporation’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
Q1 		– Sell
-36,000
Closed -$3.73M – 91
2013
Q4 		$3.73M Sell
36,000
-300
-0.8% -$29.5K 0.62% 28
2013
Q3 		$3.4M Sell
36,300
-5,000
-12% -$457K 0.65% 30
2013
Q2 		$3.7M Buy
+41,300
New +$3.7M 0.79% 32

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

Westwood Management Corporation's CB Position: Q1 2014 in Review

Westwood Management Corporation sold out of Chubb (CB) in Q1 2014, closing a stake of 36,000 shares — an estimated $3.73M sold.

Westwood Management Corporation first reported a position in CB in Q2 2013 and held it in 3 quarters. The position peaked at $3.73M in Q4 2013. 563 funds tracked by Wall St. Rank hold CB as of Q1 2014.

  • Westwood Management Corporation reported no remaining Chubb position as of Q1 2014 after selling out during the quarter.
  • Westwood Management Corporation sold 36,000 Chubb shares in Q1 2014, an estimated $3.73M.
  • Westwood Management Corporation first reported a position in Chubb in Q2 2013 and held it in 3 quarters.
  • Westwood Management Corporation's Chubb position peaked at $3.73M in Q4 2013.
  • 563 funds tracked by Wall St. Rank held Chubb as of Q1 2014.

Based on Westwood Management Corporation's 13F filing for Q1 2014, filed 25 Apr 2014.