WIL
CB

Winifred I. Li’s CHUBB CORPORATION CB Stock Holding History

Winifred I. Li’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 		$31K Sell
304
-116
-28% -$11.5K 0.03% 336
2014
Q3 		$38K Sell
420
-1,841
-81% -$168K 0.04% 322
2014
Q2 		$208K Sell
2,261
-157
-6% -$14.4K 0.18% 126
2014
Q1 		$216K Sell
2,418
-88
-4% -$7.7K 0.19% 125
2013
Q4 		$242K Sell
2,506
-25
-1% -$2.33K 0.21% 117
2013
Q3 		$226K Sell
2,531
-145
-5% -$12.5K 0.21% 116
2013
Q2 		$227K Buy
+2,676
New +$234K 0.21% 116

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 $2.9T AUM 29.55% 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 16.07% 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 13.49% 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 $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Winifred I. Li's CB Position: Q4 2014 in Review

Winifred I. Li reduced its CHUBB CORPORATION (CB) stake by 28% in Q4 2014, selling an estimated $11.5K and leaving 304 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #336.

Winifred I. Li first reported a position in CB in Q2 2013 and has held it in 7 quarters since. The position peaked at $242K in Q4 2013. 829 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Winifred I. Li held 304 shares of CHUBB CORPORATION worth $31K as of Q4 2014.
  • Winifred I. Li sold 116 CHUBB CORPORATION shares in Q4 2014, an estimated $11.5K.
  • CHUBB CORPORATION made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #336 holding.
  • Winifred I. Li first reported a position in CHUBB CORPORATION in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's CHUBB CORPORATION position peaked at $242K in Q4 2013.
  • 829 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.