BO
CB

BRR OpCo’s CHUBB CORPORATION CB Stock Holding History

BRR OpCo’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
-7,903
Closed -$993K – 116
2016
Q3 		$993K Sell
7,903
-50
-0.6% -$6.28K 0.33% 42
2016
Q2 		$1.04M Buy
7,953
+175
+2% +$22.9K 0.35% 40
2016
Q1 		$927K Buy
+7,778
New +$1.01M 0.33% 40

Other funds holding CB

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

BRR OpCo's CB Position: Q4 2016 in Review

BRR OpCo sold out of CHUBB CORPORATION (CB) in Q4 2016, closing a stake of 7,903 shares — an estimated $993K sold.

BRR OpCo first reported a position in CB in Q1 2016 and held it in 3 quarters. The position peaked at $1.04M in Q2 2016. 20 funds tracked by Wall St. Rank hold CB as of Q4 2016.

  • BRR OpCo reported no remaining CHUBB CORPORATION position as of Q4 2016 after selling out during the quarter.
  • BRR OpCo sold 7,903 CHUBB CORPORATION shares in Q4 2016, an estimated $993K.
  • BRR OpCo first reported a position in CHUBB CORPORATION in Q1 2016 and held it in 3 quarters.
  • BRR OpCo's CHUBB CORPORATION position peaked at $1.04M in Q2 2016.
  • 20 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2016.

Based on BRR OpCo's 13F filing for Q4 2016, filed 14 Feb 2017.