Creative Planning
CB

Creative Planning’s CHUBB CORPORATION CB Stock Holding History

Creative Planning’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
-6,173
Closed -$819K – 4857
2015
Q4 		$819K Buy
6,173
+68
+1% +$8.8K 0.01% 569
2015
Q3 		$749K Buy
+6,105
New +$747K 0.01% 578
2015
Q2 		– Sell
-6,337
Closed -$641K – 4297
2015
Q1 		$641K Buy
6,337
+1,241
+24% +$126K 0.01% 632
2014
Q4 		$527K Buy
5,096
+16
+0.3% +$1.59K 0.01% 673
2014
Q3 		$463K Buy
5,080
+226
+5% +$20.6K 0.01% 687
2014
Q2 		$447K Buy
4,854
+1,186
+32% +$109K 0.01% 684
2014
Q1 		$328K Sell
3,668
-135
-4% -$11.8K ﹤0.01% 783
2013
Q4 		$368K Buy
3,803
+73
+2% +$6.81K 0.01% 614
2013
Q3 		$333K Sell
3,730
-331
-8% -$28.6K 0.01% 555
2013
Q2 		$344K Buy
+4,061
New +$355K 0.01% 507

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

Creative Planning's CB Position: Q1 2016 in Review

Creative Planning sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 6,173 shares — an estimated $819K sold.

Creative Planning first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $819K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Creative Planning reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 6,173 CHUBB CORPORATION shares in Q1 2016, an estimated $819K.
  • Creative Planning first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
  • Creative Planning's CHUBB CORPORATION position peaked at $819K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.