KFS
CB

Kurt F. Somerville’s CHUBB CORPORATION CB Stock Holding History

Kurt F. Somerville’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
-9,774
Closed -$1.3M – 122
2015
Q4 		$1.3M Hold
9,774
– – 0.3% 57
2015
Q3 		$1.2M Buy
9,774
+1,200
+14% +$147K 0.31% 53
2015
Q2 		$815K Hold
8,574
– – 0.19% 71
2015
Q1 		$867K Hold
8,574
– – 0.2% 71
2014
Q4 		$887K Hold
8,574
– – 0.22% 68
2014
Q3 		$781K Hold
8,574
– – 0.32% 55
2014
Q2 		$790K Sell
8,574
-100
-1% -$9.2K 0.31% 57
2014
Q1 		$775K Hold
8,674
– – 0.31% 56
2013
Q4 		$838K Sell
8,674
-1,733
-17% -$162K 0.32% 59
2013
Q3 		$930K Hold
10,407
– – 0.37% 55
2013
Q2 		$881K Buy
+10,407
New +$911K 0.37% 56

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 $1.46B AUM 32.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Kurt F. Somerville's CB Position: Q1 2016 in Review

Kurt F. Somerville sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 9,774 shares — an estimated $1.3M sold.

Kurt F. Somerville first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.3M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Kurt F. Somerville reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Kurt F. Somerville sold 9,774 CHUBB CORPORATION shares in Q1 2016, an estimated $1.3M.
  • Kurt F. Somerville first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Kurt F. Somerville's CHUBB CORPORATION position peaked at $1.3M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Kurt F. Somerville's 13F filing for Q1 2016, filed 27 May 2016.