BRWA
CB

B. Riley Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

B. Riley Wealth 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
-6,747
Closed -$895K – 646
2015
Q4 		$895K Sell
6,747
-3,951
-37% -$512K 0.18% 145
2015
Q3 		$1.31M Sell
10,698
-144
-1% -$17.6K 0.32% 75
2015
Q2 		$1.03M Sell
10,842
-2,322
-18% -$229K 0.26% 100
2015
Q1 		$1.33M Sell
13,164
-436
-3% -$44.1K 0.32% 75
2014
Q4 		$11.4K Buy
13,600
+888
+7% +$88.4K 0.24% 77
2014
Q3 		$1.16M Sell
12,712
-11,344
-47% -$1.03M 0.3% 74
2014
Q2 		$1.06M Buy
24,056
+10,249
+74% +$943K 0.25% 81
2014
Q1 		$1.23M Buy
13,807
+1,258
+10% +$110K 0.37% 57
2013
Q4 		$1.21M Buy
12,549
+460
+4% +$42.9K 0.39% 54
2013
Q3 		$1.08M Buy
12,089
+184
+2% +$15.9K 0.37% 60
2013
Q2 		$1.01M Buy
+11,905
New +$1.04M 0.34% 60

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

B. Riley Wealth Advisors's CB Position: Q1 2016 in Review

B. Riley Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 6,747 shares — an estimated $895K sold.

B. Riley Wealth Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.33M in Q1 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • B. Riley Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,747 CHUBB CORPORATION shares in Q1 2016, an estimated $895K.
  • B. Riley Wealth Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's CHUBB CORPORATION position peaked at $1.33M in Q1 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.