BFM
CB

Boston Financial Management’s CHUBB CORPORATION CB Stock Holding History

Boston Financial 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
Q1 		– Sell
-55,624
Closed -$7.38M – 188
2015
Q4 		$7.38M Sell
55,624
-873
-2% -$113K 1.06% 27
2015
Q3 		$6.93M Sell
56,497
-2,250
-4% -$275K 0.98% 31
2015
Q2 		$5.59M Sell
58,747
-2,440
-4% -$241K 0.72% 44
2015
Q1 		$6.19M Sell
61,187
-2,369
-4% -$240K 0.77% 41
2014
Q4 		$6.58M Sell
63,556
-3,000
-5% -$299K 0.83% 40
2014
Q3 		$6.06M Sell
66,556
-1,400
-2% -$127K 0.79% 41
2014
Q2 		$6.26M Sell
67,956
-17
-0% -$1.56K 0.83% 39
2014
Q1 		$6.07M Buy
67,973
+596
+0.9% +$52.2K 0.81% 38
2013
Q4 		$6.51M Buy
67,377
+1,395
+2% +$130K 0.89% 34
2013
Q3 		$5.89M Buy
65,982
+1,333
+2% +$115K 0.88% 33
2013
Q2 		$5.47M Buy
+64,649
New +$5.66M 0.84% 34

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 $1.34B 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

Boston Financial Management's CB Position: Q1 2016 in Review

Boston Financial Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 55,624 shares — an estimated $7.38M sold.

Boston Financial Management first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $7.38M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Boston Financial Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Boston Financial Management sold 55,624 CHUBB CORPORATION shares in Q1 2016, an estimated $7.38M.
  • Boston Financial Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Boston Financial Management's CHUBB CORPORATION position peaked at $7.38M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Boston Financial Management's 13F filing for Q1 2016, filed 3 May 2016.