KA
CB

Klingman & Associates’s CHUBB CORPORATION CB Stock Holding History

Klingman & Associates’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
-25
Closed -$3K – 431
2015
Q4 		$3K Hold
25
– – ﹤0.01% 365
2015
Q3 		$3K Hold
25
– – ﹤0.01% 390
2015
Q2 		$2K Hold
25
– – ﹤0.01% 389
2015
Q1 		$3K Hold
25
– – ﹤0.01% 348
2014
Q4 		$2K Buy
+25
New +$2.49K ﹤0.01% 366

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

Klingman & Associates's CB Position: Q1 2016 in Review

Klingman & Associates sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 25 shares — an estimated $3K sold.

Klingman & Associates first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $3K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Klingman & Associates reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Klingman & Associates sold 25 CHUBB CORPORATION shares in Q1 2016, an estimated $3K.
  • Klingman & Associates first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
  • Klingman & Associates's CHUBB CORPORATION position peaked at $3K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Klingman & Associates's 13F filing for Q1 2016, filed 18 Apr 2016.