BWM
CB

Bernicke Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Bernicke Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,487
Closed -$1.04M – 40
2015
Q3 		$1.04M Sell
8,487
-378
-4% -$46.4K 1.06% 13
2015
Q2 		$843K Buy
8,865
+1,155
+15% +$110K 0.8% 24
2015
Q1 		$779K Sell
7,710
-5,167
-40% -$522K 0.83% 27
2014
Q4 		$1.33M Buy
+12,877
New +$1.33M 1.31% 22