HVIA
CB

Hudson Valley Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Hudson Valley Investment Advisors’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
2019
Q3 		– Sell
-10,078
Closed -$1.48M – 175
2019
Q2 		$1.48M Sell
10,078
-869
-8% -$128K 0.34% 72
2019
Q1 		$1.53M Sell
10,947
-2,717
-20% -$380K 0.37% 72
2018
Q4 		$1.76M Sell
13,664
-734
-5% -$94.8K 0.41% 67
2018
Q3 		$1.92M Sell
14,398
-1,600
-10% -$214K 0.45% 64
2018
Q2 		$2.03M Sell
15,998
-3,473
-18% -$441K 0.5% 57
2018
Q1 		$2.66M Sell
19,471
-519
-3% -$71K 0.67% 50
2017
Q4 		$2.92M Sell
19,990
-752
-4% -$110K 0.72% 45
2017
Q3 		$2.96M Sell
20,742
-174
-0.8% -$24.8K 0.77% 44
2017
Q2 		$3.04M Sell
20,916
-711
-3% -$103K 0.84% 42
2017
Q1 		$2.95M Sell
21,627
-227
-1% -$30.9K 0.82% 43
2016
Q4 		$2.89M Buy
21,854
+231
+1% +$30.5K 0.85% 38
2016
Q3 		$2.72M Buy
21,623
+367
+2% +$46.1K 0.84% 36
2016
Q2 		$2.78M Sell
21,256
-100
-0.5% -$13.1K 0.89% 34
2016
Q1 		$2.54M Sell
21,356
-10,441
-33% -$1.35M 0.83% 37
2015
Q4 		$4.22M Sell
31,797
-694
-2% -$89.9K 1.31% 23
2015
Q3 		$3.98M Sell
32,491
-4,015
-11% -$491K 1.29% 22
2015
Q2 		$3.47M Sell
36,506
-260
-0.7% -$25.7K 1.08% 34
2015
Q1 		$3.72M Buy
36,766
+2,751
+8% +$279K 1.26% 28
2014
Q4 		$3.52M Buy
34,015
+470
+1% +$46.8K 1.44% 26
2014
Q3 		$3.06M Buy
33,545
+1,150
+4% +$105K 1.3% 31
2014
Q2 		$2.99M Sell
32,395
-840
-3% -$77.3K 1.3% 31
2014
Q1 		$2.97M Buy
33,235
+1,861
+6% +$163K 1.27% 32
2013
Q4 		$3.03M Sell
31,374
-75
-0.2% -$7K 1.34% 29
2013
Q3 		$2.81M Sell
31,449
-832
-3% -$72K 1.37% 29
2013
Q2 		$2.73M Buy
+32,281
New +$2.82M 1.31% 30

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 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
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Hudson Valley Investment Advisors's CB Position: Q3 2019 in Review

Hudson Valley Investment Advisors sold out of CHUBB CORPORATION (CB) in Q3 2019, closing a stake of 10,078 shares — an estimated $1.48M sold.

Hudson Valley Investment Advisors first reported a position in CB in Q2 2013 and held it in 25 quarters. The position peaked at $4.22M in Q4 2015. 12 funds tracked by Wall St. Rank hold CB as of Q3 2019.

  • Hudson Valley Investment Advisors reported no remaining CHUBB CORPORATION position as of Q3 2019 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 10,078 CHUBB CORPORATION shares in Q3 2019, an estimated $1.48M.
  • Hudson Valley Investment Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 25 quarters.
  • Hudson Valley Investment Advisors's CHUBB CORPORATION position peaked at $4.22M in Q4 2015.
  • 12 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2019.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.