BHIA
CB

Birch Hill Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Birch Hill 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
-4,680
Closed -$621K – 132
2015
Q4 		$621K Sell
4,680
-1,650
-26% -$214K 0.06% 90
2015
Q3 		$776K Sell
6,330
-863
-12% -$106K 0.08% 82
2015
Q2 		$684K Hold
7,193
– – 0.07% 95
2015
Q1 		$727K Sell
7,193
-100
-1% -$10.1K 0.07% 94
2014
Q4 		$754K Sell
7,293
-300
-4% -$29.9K 0.08% 91
2014
Q3 		$691K Buy
7,593
+685
+10% +$62.4K 0.07% 93
2014
Q2 		$637K Sell
6,908
-11,477
-62% -$1.06M 0.07% 91
2014
Q1 		$1.64M Sell
18,385
-21,903
-54% -$1.92M 0.18% 65
2013
Q4 		$3.89M Hold
40,288
– – 0.42% 54
2013
Q3 		$3.6M Buy
40,288
+2,168
+6% +$188K 0.43% 53
2013
Q2 		$3.23M Buy
+38,120
New +$3.34M 0.4% 55

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

Birch Hill Investment Advisors's CB Position: Q1 2016 in Review

Birch Hill Investment Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 4,680 shares — an estimated $621K sold.

Birch Hill Investment Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $3.89M in Q4 2013. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Birch Hill Investment Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 4,680 CHUBB CORPORATION shares in Q1 2016, an estimated $621K.
  • Birch Hill Investment Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Birch Hill Investment Advisors's CHUBB CORPORATION position peaked at $3.89M in Q4 2013.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.