ATIA
CB

American Trust Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

American Trust Investment Advisors’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
-10,444
Closed -$1.39M – 80
2015
Q4 		$1.39M Hold
10,444
– – 1.56% 31
2015
Q3 		$1.28M Hold
10,444
– – 1.49% 31
2015
Q2 		$994K Hold
10,444
– – 0.99% 40
2015
Q1 		$1.06M Hold
10,444
– – 1.05% 40
2014
Q4 		$1.08M Buy
+10,444
New +$1.04M 1.15% 36

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 $1.45B AUM 31.13% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

American Trust Investment Advisors's CB Position: Q1 2016 in Review

American Trust Investment Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 10,444 shares — an estimated $1.39M sold.

American Trust Investment Advisors first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $1.39M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • American Trust Investment Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • American Trust Investment Advisors sold 10,444 CHUBB CORPORATION shares in Q1 2016, an estimated $1.39M.
  • American Trust Investment Advisors first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
  • American Trust Investment Advisors's CHUBB CORPORATION position peaked at $1.39M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on American Trust Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.