Crestwood Advisors Group
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Crestwood Advisors Group’s CHUBB CORPORATION CB Stock Holding History

Crestwood Advisors Group’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
-2,550
Closed -$338K – 161
2015
Q4 		$338K Hold
2,550
– – 0.04% 112
2015
Q3 		$313K Sell
2,550
-660
-21% -$80.7K 0.04% 110
2015
Q2 		$305K Hold
3,210
– – 0.04% 120
2015
Q1 		$325K Buy
3,210
+690
+27% +$69.9K 0.05% 104
2014
Q4 		$261K Sell
2,520
-105
-4% -$10.5K 0.04% 113
2014
Q3 		$239K Buy
+2,625
New +$239K 0.04% 110
2013
Q4 		– Sell
-2,267
Closed -$202K – 130
2013
Q3 		$202K Sell
2,267
-240
-10% -$20.8K 0.04% 121
2013
Q2 		$212K Buy
+2,507
New +$219K 0.04% 120

Other funds holding CB

Axiom Investors
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
Covington Capital Management
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 $1.16B AUM 27.24% 1-Year Est. Return
VV
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

Crestwood Advisors Group's CB Position: Q1 2016 in Review

Crestwood Advisors Group sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 2,550 shares — an estimated $338K sold.

Crestwood Advisors Group first reported a position in CB in Q2 2013 and held it in 8 quarters. The position peaked at $338K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Crestwood Advisors Group reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Crestwood Advisors Group sold 2,550 CHUBB CORPORATION shares in Q1 2016, an estimated $338K.
  • Crestwood Advisors Group first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 8 quarters.
  • Crestwood Advisors Group's CHUBB CORPORATION position peaked at $338K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Crestwood Advisors Group's 13F filing for Q1 2016, filed 16 May 2016.