LWA
CB

Lenox Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

Lenox Wealth Advisors’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
-230
Closed -$31K – 491
2015
Q4 		$31K Hold
230
– – 0.01% 111
2015
Q3 		$28K Buy
230
+104
+83% +$12.7K 0.01% 117
2015
Q2 		$12K Sell
126
-104
-45% -$10.3K 0.01% 130
2015
Q1 		$23K Hold
230
– – 0.01% 117
2014
Q4 		$24K Buy
230
+22
+11% +$2.19K 0.01% 119
2014
Q3 		$19K Hold
208
– – 0.01% 133
2014
Q2 		$19K Hold
208
– – 0.01% 111
2014
Q1 		$18K Buy
+208
New +$18.2K 0.01% 103
2013
Q3 		– Sell
-150
Closed -$13K – 317
2013
Q2 		$13K Buy
+150
New +$13.1K 0.01% 97

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

Lenox Wealth Advisors's CB Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 230 shares — an estimated $31K sold.

Lenox Wealth Advisors first reported a position in CB in Q2 2013 and held it in 9 quarters. The position peaked at $31K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 230 CHUBB CORPORATION shares in Q1 2016, an estimated $31K.
  • Lenox Wealth Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 9 quarters.
  • Lenox Wealth Advisors's CHUBB CORPORATION position peaked at $31K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.