LCP
CB

Legacy Capital Partners’s CHUBB CORPORATION CB Stock Holding History

Legacy Capital Partners’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
-8,290
Closed -$1.1M – 117
2015
Q4 		$1.1M Sell
8,290
-1,910
-19% -$247K 0.71% 52
2015
Q3 		$1.25M Buy
10,200
+980
+11% +$120K 0.85% 42
2015
Q2 		$878K Sell
9,220
-80
-0.9% -$7.9K 0.57% 61
2015
Q1 		$941K Sell
9,300
-450
-5% -$45.6K 0.6% 59
2014
Q4 		$1.01M Sell
9,750
-50
-0.5% -$4.98K 0.65% 55
2014
Q3 		$893K Sell
9,800
-435
-4% -$39.6K 0.59% 57
2014
Q2 		$944K Sell
10,235
-1,100
-10% -$101K 0.61% 56
2014
Q1 		$1.01M Sell
11,335
-1,200
-10% -$105K 0.72% 53
2013
Q4 		$1.21M Sell
12,535
-1,950
-13% -$182K 0.86% 44
2013
Q3 		$1.29M Sell
14,485
-475
-3% -$41.1K 0.96% 42
2013
Q2 		$1.27M Buy
+14,960
New +$1.31M 0.97% 41

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

Legacy Capital Partners's CB Position: Q1 2016 in Review

Legacy Capital Partners sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 8,290 shares — an estimated $1.1M sold.

Legacy Capital Partners first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.29M in Q3 2013. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Legacy Capital Partners reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Legacy Capital Partners sold 8,290 CHUBB CORPORATION shares in Q1 2016, an estimated $1.1M.
  • Legacy Capital Partners first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Legacy Capital Partners's CHUBB CORPORATION position peaked at $1.29M in Q3 2013.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Legacy Capital Partners's 13F filing for Q1 2016, filed 6 May 2016.