River Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

River Wealth 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	-14,026	Closed	-$1.86M	–	150
2015 Q4	$1.86M	Sell	14,026 -720	-5%	-$93.2K	1.18%	24
2015 Q3	$1.81M	Sell	14,746 -164	-1%	-$20.1K	1.24%	23
2015 Q2	$1.42M	Sell	14,910 -77	-0.5%	-$7.6K	0.9%	39
2015 Q1	$1.51M	Buy	+14,987	New	+$1.52M	0.94%	38

Other funds holding CB

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

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

Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 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 $935M AUM 27.19% 1-Year Est. Return

River Wealth Advisors's CB Position: Q1 2016 in Review

River Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 14,026 shares — an estimated $1.86M sold.

River Wealth Advisors first reported a position in CB in Q1 2015 and held it in 4 quarters. The position peaked at $1.86M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

River Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
River Wealth Advisors sold 14,026 CHUBB CORPORATION shares in Q1 2016, an estimated $1.86M.
River Wealth Advisors first reported a position in CHUBB CORPORATION in Q1 2015 and held it in 4 quarters.
River Wealth Advisors's CHUBB CORPORATION position peaked at $1.86M in Q4 2015.
38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on River Wealth Advisors's 13F filing for Q1 2016, filed 27 Apr 2016.