LJAC
CB

L.J. Altfest & Co’s CHUBB CORPORATION CB Stock Holding History

L.J. Altfest & 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
Q4 		– Sell
-12,692
Closed -$1.59M – 146
2016
Q3 		$1.59M Buy
12,692
+8
+0.1% +$1K 1.06% 26
2016
Q2 		$1.66M Sell
12,684
-8,755
-41% -$1.14M 1.16% 24
2016
Q1 		$2.55M Buy
21,439
+8,918
+71% +$1.16M 2.63% 8
2015
Q4 		$1.66M Sell
12,521
-393
-3% -$50.9K 1.63% 19
2015
Q3 		$1.58M Sell
12,914
-49
-0.4% -$6K 1.56% 20
2015
Q2 		$1.23M Sell
12,963
-185
-1% -$18.3K 1.13% 40
2015
Q1 		$1.33M Buy
13,148
+306
+2% +$31K 1.24% 38
2014
Q4 		$1.33M Buy
12,842
+104
+0.8% +$10.4K 1.09% 38
2014
Q3 		$1.19M Sell
12,738
-17
-0.1% -$1.55K 1.26% 44
2014
Q2 		$1.19M Sell
12,755
-37
-0.3% -$3.4K 1.27% 43
2014
Q1 		$1.14M Sell
12,792
-50
-0.4% -$4.38K 1.1% 42
2013
Q4 		$1.24M Buy
+12,842
New +$1.2M 1.07% 38

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
CWM
CIBC World Markets New York $19.9B AUM
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
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
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $480M AUM 15.43% 1-Year Est. Return
CC
ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return