Nelson Capital Management’s CHUBB CORPORATION CB Stock Holding History

Nelson Capital 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
2019 Q2	–	Sell	-15	Closed	-$2K	–	340
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	260
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	268
2018 Q3	$2K	Buy	+15	New	+$2K	﹤0.01%	278
2018 Q1	–	Sell	-18	Closed	-$3K	–	342
2017 Q4	$3K	Buy	+18	New	+$3K	﹤0.01%	299
2015 Q1	–	Sell	-800	Closed	-$83K	–	328
2014 Q4	$83K	Hold	800	–	–	0.03%	102
2014 Q3	$73K	Hold	800	–	–	0.03%	112
2014 Q2	$74K	Sell	800 -175	-18%	-$16.1K	0.03%	104
2014 Q1	$87K	Buy	975 +800	+457%	+$70K	0.04%	98
2013 Q4	$17K	Hold	175	–	–	0.01%	155
2013 Q3	$16K	Hold	175	–	–	0.01%	157
2013 Q2	$15K	Buy	+175	New	+$15.3K	0.01%	162

Other funds holding CB

CWM

CIBC World Markets New York $20.8B AUM

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return

BIM

Baldwin Investment Management West Conshohocken, Pennsylvania $856M AUM 9.05% 1-Year Est. Return

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Nelson Capital Management's CB Position: Q2 2019 in Review

Nelson Capital Management sold out of CHUBB CORPORATION (CB) in Q2 2019, closing a stake of 15 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $87K in Q1 2014. 12 funds tracked by Wall St. Rank hold CB as of Q2 2019.

Nelson Capital Management reported no remaining CHUBB CORPORATION position as of Q2 2019 after selling out during the quarter.
Nelson Capital Management sold 15 CHUBB CORPORATION shares in Q2 2019, an estimated $2K.
Nelson Capital Management first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
Nelson Capital Management's CHUBB CORPORATION position peaked at $87K in Q1 2014.
12 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.