Financial Architects (New Jersey)’s CHUBB CORPORATION CB Stock Holding History

Financial Architects (New Jersey)’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	-2,300	Closed	-$305K	–	1182
2015 Q4	$305K	Hold	2,300	–	–	0.12%	157
2015 Q3	$282K	Hold	2,300	–	–	0.12%	155
2015 Q2	$219K	Sell	2,300 -6	-0.3%	-$592	0.08%	183
2015 Q1	$233K	Buy	2,306 +6	+0.3%	+$607	0.09%	171
2014 Q4	$238K	Buy	2,300 +2,200	+2,200%	+$219K	0.1%	148
2014 Q3	$9K	Hold	100	–	–	﹤0.01%	644
2014 Q2	$9K	Buy	+100	New	+$9.2K	﹤0.01%	675
2013 Q4	–	Sell	-133	Closed	-$12K	–	749
2013 Q3	$12K	Buy	133 +33	+33%	+$2.85K	0.01%	468
2013 Q2	$8K	Buy	+100	New	+$8.75K	0.01%	511

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

Financial Architects (New Jersey)'s CB Position: Q1 2016 in Review

Financial Architects (New Jersey) sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 2,300 shares — an estimated $305K sold.

Financial Architects (New Jersey) first reported a position in CB in Q2 2013 and held it in 9 quarters. The position peaked at $305K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Financial Architects (New Jersey) reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,300 CHUBB CORPORATION shares in Q1 2016, an estimated $305K.
Financial Architects (New Jersey) first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 9 quarters.
Financial Architects (New Jersey)'s CHUBB CORPORATION position peaked at $305K in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2016, filed 9 May 2016.