Carson Wealth (CWM LLC)
CB

Carson Wealth (CWM LLC)’s CHUBB CORPORATION CB Stock Holding History

Carson Wealth (CWM LLC)’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
-41
Closed -$5K – 863
2015
Q4 		$5K Hold
41
– – ﹤0.01% 537
2015
Q3 		$5K Buy
+41
New +$5.02K ﹤0.01% 512
2015
Q1 		– Sell
-2,000
Closed -$207K – 199
2014
Q4 		$207K Buy
+2,000
New +$199K 0.03% 167
2014
Q1 		– Sell
-205
Closed -$20K – 651
2013
Q4 		$20K Buy
205
+38
+23% +$3.54K ﹤0.01% 374
2013
Q3 		$15K Buy
+167
New +$14.4K ﹤0.01% 297

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

Carson Wealth (CWM LLC)'s CB Position: Q1 2016 in Review

Carson Wealth (CWM LLC) sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 41 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in CB in Q3 2013 and held it in 5 quarters. The position peaked at $207K in Q4 2014. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 41 CHUBB CORPORATION shares in Q1 2016, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s CHUBB CORPORATION position peaked at $207K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2016, filed 18 Apr 2016.