JAM
CB

Jolley Asset Management’s CHUBB CORPORATION CB Stock Holding History

Jolley Asset 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
2018
Q3 		– Sell
-200
Closed -$25K – 170
2018
Q2 		$25K Buy
+200
New +$25K 0.02% 121
2018
Q1 		– Sell
-200
Closed -$29K – 205
2017
Q4 		$29K Hold
200
– – 0.02% 118
2017
Q3 		$29K Hold
200
– – 0.02% 116
2017
Q2 		$29K Sell
200
-300
-60% -$43.5K 0.02% 118
2017
Q1 		$68K Hold
500
– – 0.05% 89
2016
Q4 		$66K Hold
500
– – 0.05% 89
2016
Q3 		$63K Buy
+500
New +$63K 0.05% 93

Other funds holding CB

CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 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 $856M AUM 9.05% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Jolley Asset Management's CB Position: Q3 2018 in Review

Jolley Asset Management sold out of CHUBB CORPORATION (CB) in Q3 2018, closing a stake of 200 shares — an estimated $25K sold.

Jolley Asset Management first reported a position in CB in Q3 2016 and held it in 7 quarters. The position peaked at $68K in Q1 2017. 15 funds tracked by Wall St. Rank hold CB as of Q3 2018.

  • Jolley Asset Management reported no remaining CHUBB CORPORATION position as of Q3 2018 after selling out during the quarter.
  • Jolley Asset Management sold 200 CHUBB CORPORATION shares in Q3 2018, an estimated $25K.
  • Jolley Asset Management first reported a position in CHUBB CORPORATION in Q3 2016 and held it in 7 quarters.
  • Jolley Asset Management's CHUBB CORPORATION position peaked at $68K in Q1 2017.
  • 15 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.