LTFS
CB

Ladenburg Thalmann Financial Services’s CHUBB CORPORATION CB Stock Holding History

Ladenburg Thalmann Financial Services’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
-9,151
Closed -$1.21M – 5075
2015
Q4 		$1.21M Sell
9,151
-262
-3% -$33.9K 0.02% 599
2015
Q3 		$1.15M Sell
9,413
-1,969
-17% -$241K 0.02% 580
2015
Q2 		$1.09M Sell
11,382
-505
-4% -$49.8K 0.02% 653
2015
Q1 		$1.2M Buy
11,887
+8,288
+230% +$839K 0.02% 607
2014
Q4 		$372K Buy
3,599
+1,214
+51% +$121K 0.01% 1075
2014
Q3 		$217K Buy
2,385
+122
+5% +$11.1K 0.01% 1182
2014
Q2 		$209K Buy
2,263
+38
+2% +$3.5K 0.01% 1179
2014
Q1 		$199K Sell
2,225
-28
-1% -$2.45K 0.01% 1130
2013
Q4 		$217K Buy
2,253
+86
+4% +$8.02K 0.01% 1036
2013
Q3 		$194K Sell
2,167
-26
-1% -$2.25K 0.01% 1027
2013
Q2 		$186K Buy
+2,193
New +$192K 0.01% 1005

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 $1.45B AUM 31.13% 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 $1.03B AUM 36.74% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CB Position: Q1 2016 in Review

Ladenburg Thalmann Financial Services sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 9,151 shares — an estimated $1.21M sold.

Ladenburg Thalmann Financial Services first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.21M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Ladenburg Thalmann Financial Services reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 9,151 CHUBB CORPORATION shares in Q1 2016, an estimated $1.21M.
  • Ladenburg Thalmann Financial Services first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Ladenburg Thalmann Financial Services's CHUBB CORPORATION position peaked at $1.21M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2016, filed 16 May 2016.