NAM
CB
Needelman Asset Management’s CHUBB CORPORATION CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$7.96K | 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% | -$11.2K | 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 | +$795K | 2.9% | 13 |
|