Blue Chip Partners’s CHUBB CORPORATION CB Stock Holding History

Blue Chip Partners’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	-1,143	Closed	-$152K	–	119
2015 Q4	$152K	Buy	1,143 +5	+0.4%	+$647	0.08%	104
2015 Q3	$140K	Buy	1,138 +5	+0.4%	+$612	0.09%	108
2015 Q2	$108K	Buy	1,133 +6	+0.5%	+$592	0.07%	108
2015 Q1	$114K	Buy	1,127 +6	+0.5%	+$607	0.08%	107
2014 Q4	$116K	Buy	+1,121	New	+$112K	0.08%	104

Other funds holding CB

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

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

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

Blue Chip Partners's CB Position: Q1 2016 in Review

Blue Chip Partners sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,143 shares — an estimated $152K sold.

Blue Chip Partners first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $152K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Blue Chip Partners reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
Blue Chip Partners sold 1,143 CHUBB CORPORATION shares in Q1 2016, an estimated $152K.
Blue Chip Partners first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
Blue Chip Partners's CHUBB CORPORATION position peaked at $152K in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Blue Chip Partners's 13F filing for Q1 2016, filed 10 May 2016.