FPFS
CB

First Personal Financial Services’s CHUBB CORPORATION CB Stock Holding History

First Personal Financial Services’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
-186
Closed -$25K – 428
2015
Q4 		$25K Sell
186
-129
-41% -$16.7K 0.01% 232
2015
Q3 		$39K Buy
315
+150
+91% +$18.4K 0.02% 189
2015
Q2 		$16K Hold
165
– – 0.01% 246
2015
Q1 		$17K Hold
165
– – 0.01% 237
2014
Q4 		$17K Buy
+165
New +$16.4K 0.01% 219

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

First Personal Financial Services's CB Position: Q1 2016 in Review

First Personal Financial Services sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 186 shares — an estimated $25K sold.

First Personal Financial Services first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $39K in Q3 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • First Personal Financial Services reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 186 CHUBB CORPORATION shares in Q1 2016, an estimated $25K.
  • First Personal Financial Services first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
  • First Personal Financial Services's CHUBB CORPORATION position peaked at $39K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.