PO
CB

Private Ocean’s CHUBB CORPORATION CB Stock Holding History

Private Ocean’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
-250
Closed -$33K – 182
2015
Q4 		$33K Hold
250
– – 0.02% 113
2015
Q3 		$31K Hold
250
– – 0.02% 113
2015
Q2 		$24K Hold
250
– – 0.02% 97
2015
Q1 		$25K Hold
250
– – 0.02% 94
2014
Q4 		$26K Hold
250
– – 0.02% 106
2014
Q3 		$23K Hold
250
– – 0.02% 132
2014
Q2 		$23K Hold
250
– – 0.02% 136
2014
Q1 		$22K Hold
250
– – 0.02% 135
2013
Q4 		$24K Buy
+250
New +$23.3K 0.02% 120

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

Private Ocean's CB Position: Q1 2016 in Review

Private Ocean sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 250 shares — an estimated $33K sold.

Private Ocean first reported a position in CB in Q4 2013 and held it in 9 quarters. The position peaked at $33K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Private Ocean reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Private Ocean sold 250 CHUBB CORPORATION shares in Q1 2016, an estimated $33K.
  • Private Ocean first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 9 quarters.
  • Private Ocean's CHUBB CORPORATION position peaked at $33K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Private Ocean's 13F filing for Q1 2016, filed 29 Apr 2016.