JIC
CB

Joel Isaacson & Co’s CHUBB CORPORATION CB Stock Holding History

Joel Isaacson & Co’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
-1,616
Closed -$214K – 834
2015
Q4 		$214K Buy
1,616
+1
+0.1% +$129 0.05% 153
2015
Q3 		$198K Sell
1,615
-102
-6% -$12.5K 0.05% 147
2015
Q2 		$163K Buy
1,717
+5
+0.3% +$493 0.04% 192
2015
Q1 		$173K Buy
1,712
+2
+0.1% +$202 0.04% 190
2014
Q4 		$177K Buy
1,710
+1
+0.1% +$100 0.05% 164
2014
Q3 		$156K Buy
1,709
+2
+0.1% +$182 0.05% 153
2014
Q2 		$157K Buy
1,707
+1
+0.1% +$92 0.05% 155
2014
Q1 		$152K Buy
1,706
+2
+0.1% +$175 0.05% 152
2013
Q4 		$165K Buy
1,704
+196
+13% +$18.3K 0.06% 131
2013
Q3 		$135K Buy
1,508
+580
+63% +$50.2K 0.06% 141
2013
Q2 		$79K Buy
+928
New +$81.2K 0.04% 174

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

Joel Isaacson & Co's CB Position: Q1 2016 in Review

Joel Isaacson & Co sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,616 shares — an estimated $214K sold.

Joel Isaacson & Co first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $214K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Joel Isaacson & Co reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,616 CHUBB CORPORATION shares in Q1 2016, an estimated $214K.
  • Joel Isaacson & Co first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Joel Isaacson & Co's CHUBB CORPORATION position peaked at $214K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.