RFA
CB

Reilly Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

Reilly Financial 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
2015
Q4 		– Sell
-49
Closed -$6.34K – 1549
2015
Q3 		$6K Hold
49
– – ﹤0.01% 936
2015
Q2 		$5K Hold
49
– – ﹤0.01% 1088
2015
Q1 		$5K Hold
49
– – ﹤0.01% 1032
2014
Q4 		$5K Hold
49
– – ﹤0.01% 645
2014
Q3 		$4K Hold
49
– – ﹤0.01% 697
2014
Q2 		$5K Hold
49
– – ﹤0.01% 692
2014
Q1 		$4K Sell
49
-20
-29% -$1.75K ﹤0.01% 715
2013
Q4 		$7K Hold
69
– – ﹤0.01% 622
2013
Q3 		$6K Hold
69
– – ﹤0.01% 577
2013
Q2 		$6K Buy
+69
New +$6.04K ﹤0.01% 606

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

Reilly Financial Advisors's CB Position: Q4 2015 in Review

Reilly Financial Advisors sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 49 shares — an estimated $6.34K sold.

Reilly Financial Advisors first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $7K in Q4 2013. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

  • Reilly Financial Advisors reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 49 CHUBB CORPORATION shares in Q4 2015, an estimated $6.34K.
  • Reilly Financial Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's CHUBB CORPORATION position peaked at $7K in Q4 2013.
  • 787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.