GWM
CB

Gupta Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-223
Closed -$30K – 1380
2015
Q4 		$30K Hold
223
– – 0.01% 570
2015
Q3 		$27K Hold
223
– – 0.01% 618
2015
Q2 		$21K Sell
223
-32
-13% -$3.16K 0.01% 730
2015
Q1 		$26K Buy
+255
New +$25.8K 0.01% 541

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
HNB
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
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 $1.16B AUM 27.24% 1-Year Est. Return
VV
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

Gupta Wealth Management's CB Position: Q1 2016 in Review

Gupta Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 223 shares — an estimated $30K sold.

Gupta Wealth Management first reported a position in CB in Q1 2015 and held it in 4 quarters. The position peaked at $30K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Gupta Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 223 CHUBB CORPORATION shares in Q1 2016, an estimated $30K.
  • Gupta Wealth Management first reported a position in CHUBB CORPORATION in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's CHUBB CORPORATION position peaked at $30K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.