IWMPD
CB

Integrated Wealth Management (Palm Desert)’s CHUBB CORPORATION CB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-950
Closed -$126K – 1430
2015
Q4 		$126K Sell
950
-24
-2% -$3.11K 0.05% 253
2015
Q3 		$119K Sell
974
-1,161
-54% -$142K 0.05% 251
2015
Q2 		$203K Buy
2,135
+93
+5% +$9.18K 0.08% 191
2015
Q1 		$206K Buy
+2,042
New +$207K 0.09% 180

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

Integrated Wealth Management (Palm Desert)'s CB Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 950 shares — an estimated $126K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CB in Q1 2015 and held it in 4 quarters. The position peaked at $206K in Q1 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 950 CHUBB CORPORATION shares in Q1 2016, an estimated $126K.
  • Integrated Wealth Management (Palm Desert) first reported a position in CHUBB CORPORATION in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s CHUBB CORPORATION position peaked at $206K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.