CFA
CB

CT Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

CT Financial Advisors’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
-326
Closed -$41K – 667
2016
Q3 		$41K Hold
326
– – 0.03% 287
2016
Q2 		$42.6K Sell
326
-51
-14% -$6.67K 0.03% 290
2016
Q1 		$44.9K Sell
377
-252
-40% -$32.6K 0.03% 305
2015
Q4 		$83.4K Sell
629
-800
-56% -$104K 0.05% 229
2015
Q3 		$175K Sell
1,429
-4,034
-74% -$494K 0.11% 151
2015
Q2 		$520K Sell
5,463
-723
-12% -$71.4K 0.3% 84
2015
Q1 		$625K Sell
6,186
-297
-5% -$30.1K 0.35% 75
2014
Q4 		$671K Buy
+6,483
New +$645K 0.51% 50
2014
Q1 		$625K Buy
+6,186
New +$542K 0.35% 75

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
CC
ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return

CT Financial Advisors's CB Position: Q4 2016 in Review

CT Financial Advisors sold out of CHUBB CORPORATION (CB) in Q4 2016, closing a stake of 326 shares — an estimated $41K sold.

CT Financial Advisors first reported a position in CB in Q1 2014 and held it in 9 quarters. The position peaked at $671K in Q4 2014. 20 funds tracked by Wall St. Rank hold CB as of Q4 2016.

  • CT Financial Advisors reported no remaining CHUBB CORPORATION position as of Q4 2016 after selling out during the quarter.
  • CT Financial Advisors sold 326 CHUBB CORPORATION shares in Q4 2016, an estimated $41K.
  • CT Financial Advisors first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 9 quarters.
  • CT Financial Advisors's CHUBB CORPORATION position peaked at $671K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2016.

Based on CT Financial Advisors's 13F filing for Q4 2016, filed 12 Jan 2017.