FIM
CB

Freedom Investment Management’s CHUBB CORPORATION CB Stock Holding History

Freedom Investment Management’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
2018
Q2 		– Sell
-10,549
Closed -$1.44M – 1239
2018
Q1 		$1.44M Sell
10,549
-1,158
-10% -$158K 0.07% 258
2017
Q4 		$1.71M Buy
11,707
+1,241
+12% +$181K 0.09% 190
2017
Q3 		$1.49M Buy
10,466
+691
+7% +$98.5K 0.08% 207
2017
Q2 		$1.42M Buy
9,775
+1,507
+18% +$219K 0.08% 198
2017
Q1 		$1.13M Buy
8,268
+2,219
+37% +$302K 0.07% 255
2016
Q4 		$799K Buy
6,049
+1,808
+43% +$239K 0.05% 319
2016
Q3 		$533K Buy
4,241
+2,081
+96% +$262K 0.03% 427
2016
Q2 		$282K Sell
2,160
-8
-0.4% -$1.04K 0.02% 611
2016
Q1 		$258K Buy
+2,168
New +$281K 0.02% 620

Other funds holding CB

CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CC
ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BIM
Baldwin Investment Management West Conshohocken, Pennsylvania $1.03B AUM 22.29% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Freedom Investment Management's CB Position: Q2 2018 in Review

Freedom Investment Management sold out of CHUBB CORPORATION (CB) in Q2 2018, closing a stake of 10,549 shares — an estimated $1.44M sold.

Freedom Investment Management first reported a position in CB in Q1 2016 and held it in 9 quarters. The position peaked at $1.71M in Q4 2017. 14 funds tracked by Wall St. Rank hold CB as of Q2 2018.

  • Freedom Investment Management reported no remaining CHUBB CORPORATION position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,549 CHUBB CORPORATION shares in Q2 2018, an estimated $1.44M.
  • Freedom Investment Management first reported a position in CHUBB CORPORATION in Q1 2016 and held it in 9 quarters.
  • Freedom Investment Management's CHUBB CORPORATION position peaked at $1.71M in Q4 2017.
  • 14 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.