HB
CB

Homrich & Berg’s CHUBB CORPORATION CB Stock Holding History

Homrich & Berg’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
-1,688
Closed -$224K – 275
2015
Q4 		$224K Sell
1,688
-107
-6% -$13.9K 0.02% 236
2015
Q3 		$220K Buy
+1,795
New +$220K 0.02% 242
2014
Q4 		– Sell
-2,892
Closed -$263K – 262
2014
Q3 		$263K Buy
+2,892
New +$263K 0.03% 209

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

Homrich & Berg's CB Position: Q1 2016 in Review

Homrich & Berg sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,688 shares — an estimated $224K sold.

Homrich & Berg first reported a position in CB in Q3 2014 and held it in 3 quarters. The position peaked at $263K in Q3 2014. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Homrich & Berg reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Homrich & Berg sold 1,688 CHUBB CORPORATION shares in Q1 2016, an estimated $224K.
  • Homrich & Berg first reported a position in CHUBB CORPORATION in Q3 2014 and held it in 3 quarters.
  • Homrich & Berg's CHUBB CORPORATION position peaked at $263K in Q3 2014.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Homrich & Berg's 13F filing for Q1 2016, filed 12 May 2016.