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Winch Advisory Services’s CHUBB CORPORATION CB Stock Holding History

Winch Advisory Services’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 		– Sell
-33
Closed -$3K – 380
2015
Q1 		$3K Buy
+33
New +$3.34K ﹤0.01% 263

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Winch Advisory Services's CB Position: Q2 2015 in Review

Winch Advisory Services sold out of CHUBB CORPORATION (CB) in Q2 2015, closing a stake of 33 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CB in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 793 funds tracked by Wall St. Rank hold CB as of Q2 2015.

  • Winch Advisory Services reported no remaining CHUBB CORPORATION position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 33 CHUBB CORPORATION shares in Q2 2015, an estimated $3K.
  • Winch Advisory Services first reported a position in CHUBB CORPORATION in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's CHUBB CORPORATION position peaked at $3K in Q1 2015.
  • 793 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.