AF
CB

Allworth Financial’s CHUBB CORPORATION CB Stock Holding History

Allworth Financial’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
-2,456
Closed -$326K – 720
2015
Q4 		$326K Hold
2,456
– – 0.06% 74
2015
Q3 		$301K Hold
2,456
– – 0.11% 70
2015
Q2 		$234K Buy
2,456
+2,412
+5,482% +$238K 0.08% 84
2015
Q1 		$4K Sell
44
-2,413
-98% -$244K ﹤0.01% 484
2014
Q4 		$254K Hold
2,457
– – 0.1% 76
2014
Q3 		$224K Hold
2,457
– – 0.09% 77
2014
Q2 		$226K Sell
2,457
-427
-15% -$39.3K 0.1% 71
2014
Q1 		$258K Hold
2,884
– – 0.11% 59
2013
Q4 		$279K Hold
2,884
– – 0.14% 45
2013
Q3 		$257K Buy
2,884
+44
+2% +$3.81K 0.13% 53
2013
Q2 		$240K Buy
+2,840
New +$248K 0.13% 51

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

Allworth Financial's CB Position: Q1 2016 in Review

Allworth Financial sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 2,456 shares — an estimated $326K sold.

Allworth Financial first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $326K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Allworth Financial reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Allworth Financial sold 2,456 CHUBB CORPORATION shares in Q1 2016, an estimated $326K.
  • Allworth Financial first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Allworth Financial's CHUBB CORPORATION position peaked at $326K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Allworth Financial's 13F filing for Q1 2016, filed 16 May 2016.