MIS
CB

Morningstar Investment Services’s CHUBB CORPORATION CB Stock Holding History

Morningstar Investment Services’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
2017
Q1 		– Sell
-2,338
Closed -$309K – 212
2016
Q4 		$309K Sell
2,338
-102
-4% -$13.5K 0.01% 160
2016
Q3 		$307K Sell
2,440
-237
-9% -$29.8K 0.01% 194
2016
Q2 		$349K Sell
2,677
-7,951
-75% -$1.04M 0.01% 186
2016
Q1 		$1.27M Sell
10,628
-9,592
-47% -$1.24M 0.04% 159
2015
Q4 		$2.68M Sell
20,220
-5,677
-22% -$735K 0.11% 129
2015
Q3 		$3.18M Sell
25,897
-24,559
-49% -$3M 0.14% 123
2015
Q2 		$4.8M Sell
50,456
-3,527
-7% -$348K 0.2% 106
2015
Q1 		$5.46M Sell
53,983
-2,415
-4% -$244K 0.24% 93
2014
Q4 		$5.83M Buy
56,398
+26,026
+86% +$2.59M 0.27% 88
2014
Q3 		$2.77M Buy
+30,372
New +$2.77M 0.14% 112

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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
CC
ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Morningstar Investment Services's CB Position: Q1 2017 in Review

Morningstar Investment Services sold out of CHUBB CORPORATION (CB) in Q1 2017, closing a stake of 2,338 shares — an estimated $309K sold.

Morningstar Investment Services first reported a position in CB in Q3 2014 and held it in 10 quarters. The position peaked at $5.83M in Q4 2014. 18 funds tracked by Wall St. Rank hold CB as of Q1 2017.

  • Morningstar Investment Services reported no remaining CHUBB CORPORATION position as of Q1 2017 after selling out during the quarter.
  • Morningstar Investment Services sold 2,338 CHUBB CORPORATION shares in Q1 2017, an estimated $309K.
  • Morningstar Investment Services first reported a position in CHUBB CORPORATION in Q3 2014 and held it in 10 quarters.
  • Morningstar Investment Services's CHUBB CORPORATION position peaked at $5.83M in Q4 2014.
  • 18 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2017.

Based on Morningstar Investment Services's 13F filing for Q1 2017, filed 4 May 2017.