EHC
CB

Everett Harris & Co’s CHUBB CORPORATION CB Stock Holding History

Everett Harris & Co’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
-21,840
Closed -$2.9M – 250
2015
Q4 		$2.9M Sell
21,840
-555
-2% -$71.9K 0.1% 88
2015
Q3 		$2.75M Sell
22,395
-1,175
-5% -$144K 0.1% 87
2015
Q2 		$2.24M Hold
23,570
– – 0.08% 97
2015
Q1 		$2.38M Buy
23,570
+100
+0.4% +$10.1K 0.08% 97
2014
Q4 		$2.43M Sell
23,470
-475
-2% -$47.3K 0.08% 95
2014
Q3 		$2.18M Buy
23,945
+240
+1% +$21.9K 0.08% 98
2014
Q2 		$2.19M Buy
23,705
+1,500
+7% +$138K 0.08% 91
2014
Q1 		$1.98M Buy
22,205
+1,490
+7% +$130K 0.07% 87
2013
Q4 		$2M Buy
20,715
+1,585
+8% +$148K 0.07% 84
2013
Q3 		$1.71M Sell
19,130
-375
-2% -$32.4K 0.07% 85
2013
Q2 		$1.65M Buy
+19,505
New +$1.71M 0.07% 85

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