PIA
CB

Peachtree Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Peachtree Investment Advisors’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
-1,880
Closed -$249K – 93
2015
Q4 		$249K Hold
1,880
– – 0.26% 82
2015
Q3 		$231K Hold
1,880
– – 0.24% 96
2015
Q2 		$179K Hold
1,880
– – 0.13% 131
2015
Q1 		$190K Hold
1,880
– – 0.14% 135
2014
Q4 		$195K Hold
1,880
– – 0.13% 143
2014
Q3 		$171K Buy
+1,880
New +$171K 0.11% 143
2014
Q2 		– Sell
-3,170
Closed -$283K – 141
2014
Q1 		$283K Hold
3,170
– – 0.19% 111
2013
Q4 		$306K Buy
+3,170
New +$296K 0.21% 103

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 $1.45B 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

Peachtree Investment Advisors's CB Position: Q1 2016 in Review

Peachtree Investment Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 1,880 shares — an estimated $249K sold.

Peachtree Investment Advisors first reported a position in CB in Q4 2013 and held it in 8 quarters. The position peaked at $306K in Q4 2013. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Peachtree Investment Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,880 CHUBB CORPORATION shares in Q1 2016, an estimated $249K.
  • Peachtree Investment Advisors first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 8 quarters.
  • Peachtree Investment Advisors's CHUBB CORPORATION position peaked at $306K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Peachtree Investment Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.