Clifford Swan Investment Counsel’s CHUBB CORPORATION CB Stock Holding History

Clifford Swan Investment Counsel’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	-8,660	Closed	-$1.15M	–	282
2015 Q4	$1.15M	Hold	8,660	–	–	0.08%	147
2015 Q3	$1.06M	Hold	8,660	–	–	0.08%	141
2015 Q2	$824K	Hold	8,660	–	–	0.06%	155
2015 Q1	$876K	Hold	8,660	–	–	0.06%	148
2014 Q4	$896K	Hold	8,660	–	–	0.06%	148
2014 Q3	$789K	Hold	8,660	–	–	0.05%	153
2014 Q2	$798K	Hold	8,660	–	–	0.05%	151
2014 Q1	$773K	Buy	8,660 +100	+1%	+$8.76K	0.05%	148
2013 Q4	$827K	Hold	8,560	–	–	0.06%	139
2013 Q3	$764K	Hold	8,560	–	–	0.06%	133
2013 Q2	$725K	Buy	+8,560	New	+$749K	0.06%	133

Other funds holding CB

Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 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 $2.08B AUM 14.48% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Clifford Swan Investment Counsel's CB Position: Q1 2016 in Review

Clifford Swan Investment Counsel sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 8,660 shares — an estimated $1.15M sold.

Clifford Swan Investment Counsel first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.15M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Clifford Swan Investment Counsel reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
Clifford Swan Investment Counsel sold 8,660 CHUBB CORPORATION shares in Q1 2016, an estimated $1.15M.
Clifford Swan Investment Counsel first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
Clifford Swan Investment Counsel's CHUBB CORPORATION position peaked at $1.15M in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2016, filed 16 May 2016.