Partnervest Advisory Services’s CHUBB CORPORATION CB Stock Holding History

Partnervest Advisory 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
2016 Q1	–	Sell	-4,061	Closed	-$539K	–	208
2015 Q4	$539K	Buy	4,061 +200	+5%	+$25.9K	0.3%	69
2015 Q3	$474K	Hold	3,861	–	–	0.27%	75
2015 Q2	$367K	Buy	+3,861	New	+$381K	0.18%	105
2014 Q3	–	Sell	-1,395	Closed	-$129K	–	1054
2014 Q2	$129K	Buy	1,395 +100	+8%	+$9.2K	0.06%	213
2014 Q1	$116K	Hold	1,295	–	–	0.05%	218
2013 Q4	$125K	Hold	1,295	–	–	0.06%	195
2013 Q3	$116K	Hold	1,295	–	–	0.06%	175
2013 Q2	$110K	Buy	+1,295	New	+$113K	0.05%	146

Other funds holding CB

Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return

CIBC World Markets New York $20.8B AUM

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WFMPM

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Markston International White Plains, New York $99.1M AUM 27.9% 1-Year Est. Return

CIS

Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return

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

Partnervest Advisory Services's CB Position: Q1 2016 in Review

Partnervest Advisory Services sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 4,061 shares — an estimated $539K sold.

Partnervest Advisory Services first reported a position in CB in Q2 2013 and held it in 8 quarters. The position peaked at $539K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

Partnervest Advisory Services reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
Partnervest Advisory Services sold 4,061 CHUBB CORPORATION shares in Q1 2016, an estimated $539K.
Partnervest Advisory Services first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 8 quarters.
Partnervest Advisory Services's CHUBB CORPORATION position peaked at $539K in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Partnervest Advisory Services's 13F filing for Q1 2016, filed 3 May 2016.