BWA
CB

Burt Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

Burt Wealth Advisors’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
-240
Closed -$32K – 751
2015
Q4 		$32K Buy
240
+40
+20% +$5.18K 0.03% 172
2015
Q3 		$24K Hold
200
– – 0.03% 171
2015
Q2 		$19K Hold
200
– – 0.02% 211
2015
Q1 		$20K Hold
200
– – 0.02% 194
2014
Q4 		$22K Buy
+200
New +$19.9K 0.02% 188

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

Burt Wealth Advisors's CB Position: Q1 2016 in Review

Burt Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 240 shares — an estimated $32K sold.

Burt Wealth Advisors first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $32K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Burt Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 240 CHUBB CORPORATION shares in Q1 2016, an estimated $32K.
  • Burt Wealth Advisors first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
  • Burt Wealth Advisors's CHUBB CORPORATION position peaked at $32K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.