CIP
CB icon

Champlain Investment Partners’s Chubb CB Stock Holding History

Champlain Investment Partners’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
-1,700
Closed -$214K – 125
2016
Q3 		$214K Sell
1,700
-300
-15% -$38.1K ﹤0.01% 139
2016
Q2 		$261K Hold
2,000
– – ﹤0.01% 131
2016
Q1 		$238K Hold
2,000
– – ﹤0.01% 149
2015
Q4 		$234K Hold
2,000
– – ﹤0.01% 136
2015
Q3 		$207K Buy
+2,000
New +$209K ﹤0.01% 141

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Champlain Investment Partners's CB Position: Q4 2016 in Review

Champlain Investment Partners sold out of Chubb (CB) in Q4 2016, closing a stake of 1,700 shares — an estimated $214K sold.

Champlain Investment Partners first reported a position in CB in Q3 2015 and held it in 5 quarters. The position peaked at $261K in Q2 2016. 998 funds tracked by Wall St. Rank hold CB as of Q4 2016.

  • Champlain Investment Partners reported no remaining Chubb position as of Q4 2016 after selling out during the quarter.
  • Champlain Investment Partners sold 1,700 Chubb shares in Q4 2016, an estimated $214K.
  • Champlain Investment Partners first reported a position in Chubb in Q3 2015 and held it in 5 quarters.
  • Champlain Investment Partners's Chubb position peaked at $261K in Q2 2016.
  • 998 funds tracked by Wall St. Rank held Chubb as of Q4 2016.

Based on Champlain Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.