NAM
CB

Needelman Asset Management’s CHUBB CORPORATION CB Stock Holding History

Needelman Asset Management’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
-9,115
Closed -$1.21M – 38
2015
Q4 		$1.21M Sell
9,115
-60
-0.7% -$7.77K 3.67% 7
2015
Q3 		$1.13M Hold
9,175
– – 3.7% 7
2015
Q2 		$873K Hold
9,175
– – 2.76% 16
2015
Q1 		$928K Sell
9,175
-75
-0.8% -$7.59K 2.82% 17
2014
Q4 		$957K Hold
9,250
– – 2.93% 15
2014
Q3 		$842K Sell
9,250
-20
-0.2% -$1.82K 2.7% 17
2014
Q2 		$854K Hold
9,270
– – 2.7% 21
2014
Q1 		$828K Sell
9,270
-125
-1% -$10.9K 2.69% 21
2013
Q4 		$908K Hold
9,395
– – 3% 18
2013
Q3 		$839K Hold
9,395
– – 3.01% 14
2013
Q2 		$795K Buy
+9,395
New +$822K 2.9% 13

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

Needelman Asset Management's CB Position: Q1 2016 in Review

Needelman Asset Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 9,115 shares — an estimated $1.21M sold.

Needelman Asset Management first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $1.21M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Needelman Asset Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Needelman Asset Management sold 9,115 CHUBB CORPORATION shares in Q1 2016, an estimated $1.21M.
  • Needelman Asset Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Needelman Asset Management's CHUBB CORPORATION position peaked at $1.21M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Needelman Asset Management's 13F filing for Q1 2016, filed 8 Apr 2016.