LWM
CB

LBA Wealth Management’s CHUBB CORPORATION CB Stock Holding History

LBA Wealth Management’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
-30
Closed -$4K – 463
2015
Q4 		$4K Hold
30
– – ﹤0.01% 361
2015
Q3 		$4K Hold
30
– – ﹤0.01% 302
2015
Q2 		$3K Hold
30
– – ﹤0.01% 295
2015
Q1 		$3K Hold
30
– – ﹤0.01% 291
2014
Q4 		$3K Hold
30
– – ﹤0.01% 276
2014
Q3 		$3K Hold
30
– – ﹤0.01% 396
2014
Q2 		$3K Hold
30
– – ﹤0.01% 253
2014
Q1 		$3K Sell
30
-109
-78% -$9.54K ﹤0.01% 247
2013
Q4 		$13K Buy
+139
New +$13K 0.01% 196

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

LBA Wealth Management's CB Position: Q1 2016 in Review

LBA Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 30 shares — an estimated $4K sold.

LBA Wealth Management first reported a position in CB in Q4 2013 and held it in 9 quarters. The position peaked at $13K in Q4 2013. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • LBA Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 30 CHUBB CORPORATION shares in Q1 2016, an estimated $4K.
  • LBA Wealth Management first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 9 quarters.
  • LBA Wealth Management's CHUBB CORPORATION position peaked at $13K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.