EFS
CB

Essex Financial Services’s CHUBB CORPORATION CB Stock Holding History

Essex Financial Services’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
-7,005
Closed -$929K – 332
2015
Q4 		$929K Sell
7,005
-1,800
-20% -$233K 0.22% 111
2015
Q3 		$1.08M Sell
8,805
-40
-0.5% -$4.89K 0.28% 88
2015
Q2 		$842K Hold
8,845
– – 0.22% 112
2015
Q1 		$894K Hold
8,845
– – 0.23% 113
2014
Q4 		$915K Sell
8,845
-448
-5% -$44.6K 0.24% 104
2014
Q3 		$846K Sell
9,293
-150
-2% -$13.7K 0.25% 100
2014
Q2 		$870K Buy
9,443
+218
+2% +$20.1K 0.26% 94
2014
Q1 		$824K Sell
9,225
-1,037
-10% -$90.8K 0.27% 91
2013
Q4 		$992K Sell
10,262
-515
-5% -$48K 0.34% 76
2013
Q3 		$962 Hold
10,777
– – 0.3% 72
2013
Q2 		$912K Buy
+10,777
New +$943K 0.32% 77

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 $1.45B 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

Essex Financial Services's CB Position: Q1 2016 in Review

Essex Financial Services sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 7,005 shares — an estimated $929K sold.

Essex Financial Services first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.08M in Q3 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Essex Financial Services reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Essex Financial Services sold 7,005 CHUBB CORPORATION shares in Q1 2016, an estimated $929K.
  • Essex Financial Services first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Essex Financial Services's CHUBB CORPORATION position peaked at $1.08M in Q3 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.