BFO
CB

Boston Family Office’s CHUBB CORPORATION CB Stock Holding History

Boston Family Office’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
-20,965
Closed -$2.78M – 246
2015
Q4 		$2.78M Sell
20,965
-570
-3% -$73.8K 0.38% 81
2015
Q3 		$2.64M Sell
21,535
-165
-0.8% -$20.2K 0.37% 83
2015
Q2 		$2.06M Sell
21,700
-380
-2% -$37.5K 0.26% 102
2015
Q1 		$2.23M Sell
22,080
-100
-0.5% -$10.1K 0.28% 98
2014
Q4 		$2.29M Buy
22,180
+555
+3% +$55.2K 0.29% 99
2014
Q3 		$1.97M Buy
21,625
+1,725
+9% +$157K 0.25% 106
2014
Q2 		$1.83M Hold
19,900
– – 0.23% 109
2014
Q1 		$1.78M Buy
19,900
+350
+2% +$30.6K 0.24% 108
2013
Q4 		$1.89M Sell
19,550
-208
-1% -$19.4K 0.25% 103
2013
Q3 		$1.76M Sell
19,758
-50
-0.3% -$4.33K 0.25% 105
2013
Q2 		$1.68M Buy
+19,808
New +$1.73M 0.25% 102

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 $935M AUM 27.19% 1-Year Est. Return

Boston Family Office's CB Position: Q1 2016 in Review

Boston Family Office sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 20,965 shares — an estimated $2.78M sold.

Boston Family Office first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $2.78M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Boston Family Office reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Boston Family Office sold 20,965 CHUBB CORPORATION shares in Q1 2016, an estimated $2.78M.
  • Boston Family Office first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Boston Family Office's CHUBB CORPORATION position peaked at $2.78M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Boston Family Office's 13F filing for Q1 2016, filed 26 Apr 2016.