LPL Financial
CB

LPL Financial’s CHUBB CORPORATION CB Stock Holding History

LPL Financial’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
-57,470
Closed -$7.56M – 3324
2015
Q4 		$7.56M Buy
57,470
+33,462
+139% +$4.33M 0.02% 533
2015
Q3 		$2.96M Sell
24,008
-24,854
-51% -$3.04M 0.02% 666
2015
Q2 		$5.93M Sell
48,862
-1,424
-3% -$141K 0.03% 449
2015
Q1 		$5.08M Buy
50,286
+372
+0.7% +$37.7K 0.03% 512
2014
Q4 		$5.17M Buy
49,914
+3,509
+8% +$349K 0.03% 471
2014
Q3 		$4.21M Sell
46,405
-5,290
-10% -$482K 0.03% 529
2014
Q2 		$4.76M Buy
51,695
+29,277
+131% +$2.69M 0.03% 490
2014
Q1 		$2M Buy
22,418
+4,035
+22% +$353K 0.01% 842
2013
Q4 		$1.78M Buy
18,383
+880
+5% +$82.1K 0.01% 894
2013
Q3 		$1.58M Buy
17,503
+16
+0.1% +$1.38K 0.01% 915
2013
Q2 		$1.48M Buy
+17,487
New +$1.53M 0.01% 885

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

LPL Financial's CB Position: Q1 2016 in Review

LPL Financial sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 57,470 shares — an estimated $7.56M sold.

LPL Financial first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $7.56M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • LPL Financial reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 57,470 CHUBB CORPORATION shares in Q1 2016, an estimated $7.56M.
  • LPL Financial first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • LPL Financial's CHUBB CORPORATION position peaked at $7.56M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.