LWCFA
CB
Loring Wolcott & Coolidge Fiduciary Advisors’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,791
| Closed | -$1.3M | – | 675 |
|
|
2015
Q4 | $1.3M | Sell |
9,791
-265
| -3% | -$35.2K | 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% | +$149K | 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% | -$45.5K | 0.02% | 170 |
|
|
2013
Q4 | $742K | Sell |
7,682
-732
| -9% | -$70.7K | 0.02% | 162 |
|
|
2013
Q3 | $751K | Sell |
8,414
-500
| -6% | -$44.6K | 0.02% | 159 |
|
|
2013
Q2 | $755K | Buy |
+8,914
| New | +$755K | 0.02% | 161 |
|