EWM
CB
Evercore Wealth Management’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$43.2M | 2.07% | 9 |
|
|
2015
Q3 | $1.47M | Sell |
11,959
-501
| -4% | -$61.5K | 0.07% | 150 |
|
|
2015
Q2 | $1.19M | Sell |
12,460
-2,221
| -15% | -$211K | 0.05% | 182 |
|
|
2015
Q1 | $1.48M | Sell |
14,681
-378
| -3% | -$38.2K | 0.07% | 161 |
|
|
2014
Q4 | $1.56M | Sell |
15,059
-737
| -5% | -$76.2K | 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% | -$26.1K | 0.08% | 156 |
|
|
2014
Q1 | $1.44M | Sell |
16,096
-1,100
| -6% | -$98.3K | 0.08% | 155 |
|
|
2013
Q4 | $1.66M | Sell |
17,196
-1,220
| -7% | -$118K | 0.09% | 149 |
|
|
2013
Q3 | $1.65M | Sell |
18,416
-8,958
| -33% | -$800K | 0.09% | 174 |
|
|
2013
Q2 | $2.32M | Buy |
+27,374
| New | +$2.32M | 0.13% | 148 |
|