Blue Bell Private Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-604	Closed	-$76K	–	430
2016 Q3	$76K	Hold	604	–	–	0.04%	160
2016 Q2	$79K	Hold	604	–	–	0.05%	156
2016 Q1	$72K	Buy	604 +214	+55%	+$27.7K	0.05%	184
2015 Q4	$52K	Hold	390	–	–	0.04%	213
2015 Q3	$48K	Hold	390	–	–	0.03%	222
2015 Q2	$37K	Hold	390	–	–	0.02%	253
2015 Q1	$39K	Hold	390	–	–	0.02%	244
2014 Q4	$40K	Hold	390	–	–	0.02%	249
2014 Q3	$36K	Hold	390	–	–	0.02%	272
2014 Q2	$36K	Hold	390	–	–	0.02%	261
2014 Q1	$35K	Hold	390	–	–	0.02%	237
2013 Q4	$38K	Buy	+390	New	+$36.4K	0.03%	228

Other funds holding CB

Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return

ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return

Blue Bell Private Wealth Management's CB Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of CHUBB CORPORATION (CB) in Q4 2016, closing a stake of 604 shares — an estimated $76K sold.

Blue Bell Private Wealth Management first reported a position in CB in Q4 2013 and held it in 12 quarters. The position peaked at $79K in Q2 2016. 20 funds tracked by Wall St. Rank hold CB as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining CHUBB CORPORATION position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 604 CHUBB CORPORATION shares in Q4 2016, an estimated $76K.
Blue Bell Private Wealth Management first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's CHUBB CORPORATION position peaked at $79K in Q2 2016.
20 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.