CWM
CB

Concert Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Concert Wealth Management’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
-3,957
Closed -$527K – 740
2015
Q4 		$527K Sell
3,957
-106
-3% -$13.7K 0.07% 344
2015
Q3 		$500K Buy
+4,063
New +$497K 0.07% 360

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

Concert Wealth Management's CB Position: Q1 2016 in Review

Concert Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 3,957 shares — an estimated $527K sold.

Concert Wealth Management first reported a position in CB in Q3 2015 and held it in 2 quarters. The position peaked at $527K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Concert Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 3,957 CHUBB CORPORATION shares in Q1 2016, an estimated $527K.
  • Concert Wealth Management first reported a position in CHUBB CORPORATION in Q3 2015 and held it in 2 quarters.
  • Concert Wealth Management's CHUBB CORPORATION position peaked at $527K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.