AP
CB

Advisor Partners’s CHUBB CORPORATION CB Stock Holding History

Advisor Partners’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
2016
Q1 		– Sell
-4,338
Closed -$575K – 439
2015
Q4 		$575K Sell
4,338
-121
-3% -$15.7K 0.2% 134
2015
Q3 		$547K Buy
4,459
+203
+5% +$24.8K 0.23% 117
2015
Q2 		$430K Hold
4,256
– – 0.16% 174
2015
Q1 		$430K Buy
4,256
+230
+6% +$23.3K 0.18% 166
2014
Q4 		$416K Buy
4,026
+440
+12% +$43.8K 0.18% 156
2014
Q3 		$327K Buy
3,586
+64
+2% +$5.83K 0.19% 150
2014
Q2 		$325K Sell
3,522
-5
-0.1% -$460 0.16% 178
2014
Q1 		$315K Buy
3,527
+73
+2% +$6.39K 0.17% 173
2013
Q4 		$334K Buy
3,454
+67
+2% +$6.25K 0.19% 157
2013
Q3 		$302K Buy
3,387
+539
+19% +$46.6K 0.22% 149
2013
Q2 		$241K Buy
+2,848
New +$249K 0.2% 162

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
MI
Markston International White Plains, New York $99.1M AUM 27.9% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Advisor Partners's CB Position: Q1 2016 in Review

Advisor Partners sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 4,338 shares — an estimated $575K sold.

Advisor Partners first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $575K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Advisor Partners reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Advisor Partners sold 4,338 CHUBB CORPORATION shares in Q1 2016, an estimated $575K.
  • Advisor Partners first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Advisor Partners's CHUBB CORPORATION position peaked at $575K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Advisor Partners's 13F filing for Q1 2016, filed 11 May 2016.