PAS
CB

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

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

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.