KT
CB

Kanaly Trust’s CHUBB CORPORATION CB Stock Holding History

Kanaly Trust’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
-155
Closed -$21K – 984
2015
Q4 		$21K Sell
155
-86
-36% -$11.1K ﹤0.01% 428
2015
Q3 		$30K Hold
241
– – 0.01% 375
2015
Q2 		$23K Buy
241
+88
+58% +$8.69K ﹤0.01% 447
2015
Q1 		$15K Buy
153
+70
+84% +$7.09K ﹤0.01% 429
2014
Q4 		$9K Buy
83
+17
+26% +$1.69K ﹤0.01% 482
2014
Q3 		$6K Hold
66
– – ﹤0.01% 535
2014
Q2 		$6K Buy
66
+18
+38% +$1.66K ﹤0.01% 538
2014
Q1 		$4K Buy
+48
New +$4.2K ﹤0.01% 602

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

Kanaly Trust's CB Position: Q1 2016 in Review

Kanaly Trust sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 155 shares — an estimated $21K sold.

Kanaly Trust first reported a position in CB in Q1 2014 and held it in 8 quarters. The position peaked at $30K in Q3 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Kanaly Trust reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Kanaly Trust sold 155 CHUBB CORPORATION shares in Q1 2016, an estimated $21K.
  • Kanaly Trust first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 8 quarters.
  • Kanaly Trust's CHUBB CORPORATION position peaked at $30K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Kanaly Trust's 13F filing for Q1 2016, filed 13 Apr 2016.