LWCFA
CB

Loring Wolcott & Coolidge Fiduciary Advisors’s CHUBB CORPORATION CB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-9,791
Closed -$1.3M – 675
2015
Q4 		$1.3M Sell
9,791
-265
-3% -$34.3K 0.03% 140
2015
Q3 		$957K Hold
10,056
– – 0.02% 158
2015
Q2 		$957K Hold
10,056
– – 0.02% 158
2015
Q1 		$1.02M Hold
10,056
– – 0.03% 154
2014
Q4 		$1.04M Buy
10,056
+1,440
+17% +$143K 0.03% 155
2014
Q3 		$785K Hold
8,616
– – 0.02% 156
2014
Q2 		$794K Buy
8,616
+1,444
+20% +$133K 0.02% 157
2014
Q1 		$640K Sell
7,172
-510
-7% -$44.6K 0.02% 170
2013
Q4 		$742K Sell
7,682
-732
-9% -$68.3K 0.02% 162
2013
Q3 		$751K Sell
8,414
-500
-6% -$43.3K 0.02% 159
2013
Q2 		$755K Buy
+8,914
New +$780K 0.02% 161

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 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 $2.08B AUM 14.48% 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

Loring Wolcott & Coolidge Fiduciary Advisors's CB Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 9,791 shares — an estimated $1.3M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.3M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 9,791 CHUBB CORPORATION shares in Q1 2016, an estimated $1.3M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CHUBB CORPORATION position peaked at $1.3M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.