Endurance Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Endurance 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	-1,630	Closed	-$216K	–	545
2015 Q4	$216K	Hold	1,630	–	–	0.04%	156
2015 Q3	$205K	Hold	1,630	–	–	0.04%	161
2015 Q2	$155K	Buy	+1,630	New	+$161K	0.03%	186

Other funds holding CB

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

CIBC World Markets New York $20.8B AUM

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 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 $1.16B AUM 27.24% 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

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

Endurance Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,630 shares — an estimated $216K sold.

Endurance Wealth Management first reported a position in CB in Q2 2015 and held it in 3 quarters. The position peaked at $216K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Endurance Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
Endurance Wealth Management sold 1,630 CHUBB CORPORATION shares in Q1 2016, an estimated $216K.
Endurance Wealth Management first reported a position in CHUBB CORPORATION in Q2 2015 and held it in 3 quarters.
Endurance Wealth Management's CHUBB CORPORATION position peaked at $216K in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.