EWM
CB

Evercore Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Evercore 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
-380,195
Closed -$44.6M – 1067
2015
Q4 		$44.6M Buy
380,195
+368,236
+3,079% +$47.7M 2.07% 9
2015
Q3 		$1.47M Sell
11,959
-501
-4% -$61.3K 0.07% 150
2015
Q2 		$1.19M Sell
12,460
-2,221
-15% -$219K 0.05% 182
2015
Q1 		$1.48M Sell
14,681
-378
-3% -$38.3K 0.07% 161
2014
Q4 		$1.56M Sell
15,059
-737
-5% -$73.4K 0.08% 138
2014
Q3 		$1.44M Sell
15,796
-17
-0.1% -$1.55K 0.07% 158
2014
Q2 		$1.46M Sell
15,813
-283
-2% -$26K 0.08% 156
2014
Q1 		$1.44M Sell
16,096
-1,100
-6% -$96.3K 0.08% 155
2013
Q4 		$1.66M Sell
17,196
-1,220
-7% -$114K 0.09% 149
2013
Q3 		$1.65M Sell
18,416
-8,958
-33% -$775K 0.09% 174
2013
Q2 		$2.32M Buy
+27,374
New +$2.4M 0.13% 148

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

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

Evercore Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 380,195 shares — an estimated $44.6M sold.

Evercore Wealth Management first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $44.6M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Evercore Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 380,195 CHUBB CORPORATION shares in Q1 2016, an estimated $44.6M.
  • Evercore Wealth Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Evercore Wealth Management's CHUBB CORPORATION position peaked at $44.6M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.