Zevin Asset Management’s CHUBB CORPORATION CB Stock Holding History

Zevin Asset Management’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 Q4	–	Sell	-10,995	Closed	-$1.35M	–	142
2015 Q3	$1.35M	Sell	10,995 -63,169	-85%	-$7.73M	0.39%	62
2015 Q2	$7.06M	Buy	74,164 +8,490	+13%	+$838K	1.88%	17
2015 Q1	$6.64M	Buy	65,674 +1,560	+2%	+$158K	1.83%	16
2014 Q4	$6.63M	Buy	64,114 +195	+0.3%	+$19.4K	1.86%	17
2014 Q3	$5.82M	Buy	63,919 +61,080	+2,151%	+$5.56M	1.7%	20
2014 Q2	$262K	Hold	2,839	–	–	0.08%	116
2014 Q1	$254K	Hold	2,839	–	–	0.08%	101
2013 Q4	$274K	Hold	2,839	–	–	0.08%	98
2013 Q3	$253K	Hold	2,839	–	–	0.08%	95
2013 Q2	$240K	Buy	+2,839	New	+$248K	0.08%	95

Other funds holding CB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zevin Asset Management's CB Position: Q4 2015 in Review

Zevin Asset Management sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 10,995 shares — an estimated $1.35M sold.

Zevin Asset Management first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $7.06M in Q2 2015. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

Zevin Asset Management reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
Zevin Asset Management sold 10,995 CHUBB CORPORATION shares in Q4 2015, an estimated $1.35M.
Zevin Asset Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
Zevin Asset Management's CHUBB CORPORATION position peaked at $7.06M in Q2 2015.
787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Zevin Asset Management's 13F filing for Q4 2015, filed 8 Feb 2016.