MSFP
CB

Mark Sheptoff Financial Planning’s CHUBB CORPORATION CB Stock Holding History

Mark Sheptoff Financial Planning’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
-800
Closed -$106K – 421
2015
Q4 		$106K Sell
800
-30
-4% -$3.88K 0.09% 131
2015
Q3 		$102K Buy
830
+30
+4% +$3.67K 0.09% 132
2015
Q2 		$76K Hold
800
– – 0.06% 154
2015
Q1 		$81K Hold
800
– – 0.07% 146
2014
Q4 		$83K Hold
800
– – 0.07% 140
2014
Q3 		$73K Hold
800
– – 0.06% 157
2014
Q2 		$74K Hold
800
– – 0.06% 157
2014
Q1 		$71K Buy
+800
New +$70K 0.06% 158

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

Mark Sheptoff Financial Planning's CB Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 800 shares — an estimated $106K sold.

Mark Sheptoff Financial Planning first reported a position in CB in Q1 2014 and held it in 8 quarters. The position peaked at $106K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 CHUBB CORPORATION shares in Q1 2016, an estimated $106K.
  • Mark Sheptoff Financial Planning first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's CHUBB CORPORATION position peaked at $106K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.