FANJ
CB

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

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 $1.46B AUM 32.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 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.