NPIT
CB

National Penn Investors Trust’s CHUBB CORPORATION CB Stock Holding History

National Penn Investors Trust’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
-1,560
Closed -$207K – 239
2015
Q4 		$207K Buy
+1,560
New +$202K 0.02% 212
2014
Q3 		– Sell
-2,455
Closed -$226K – 190
2014
Q2 		$226K Sell
2,455
-97
-4% -$8.92K 0.03% 167
2014
Q1 		$228K Sell
2,552
-196
-7% -$17.2K 0.03% 176
2013
Q4 		$266K Buy
+2,748
New +$256K 0.03% 200

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 $2.08B 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

National Penn Investors Trust's CB Position: Q1 2016 in Review

National Penn Investors Trust sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,560 shares — an estimated $207K sold.

National Penn Investors Trust first reported a position in CB in Q4 2013 and held it in 4 quarters. The position peaked at $266K in Q4 2013. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • National Penn Investors Trust reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • National Penn Investors Trust sold 1,560 CHUBB CORPORATION shares in Q1 2016, an estimated $207K.
  • National Penn Investors Trust first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 4 quarters.
  • National Penn Investors Trust's CHUBB CORPORATION position peaked at $266K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.