RBC
CB

Ronald Blue & Co’s CHUBB CORPORATION CB Stock Holding History

Ronald Blue & Co’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
Q2 		– Sell
-2,148
Closed -$256K – 243
2016
Q1 		$256K Buy
+2,148
New +$278K 0.01% 155
2014
Q2 		– Sell
-2,329
Closed -$208K – 356
2014
Q1 		$208K Sell
2,329
-314
-12% -$27.5K 0.02% 297
2013
Q4 		$256K Buy
2,643
+71
+3% +$6.62K 0.02% 243
2013
Q3 		$229K Buy
+2,572
New +$223K 0.02% 232

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 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
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 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
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Ronald Blue & Co's CB Position: Q2 2016 in Review

Ronald Blue & Co sold out of CHUBB CORPORATION (CB) in Q2 2016, closing a stake of 2,148 shares — an estimated $256K sold.

Ronald Blue & Co first reported a position in CB in Q3 2013 and held it in 4 quarters. The position peaked at $256K in Q1 2016. 27 funds tracked by Wall St. Rank hold CB as of Q2 2016.

  • Ronald Blue & Co reported no remaining CHUBB CORPORATION position as of Q2 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 2,148 CHUBB CORPORATION shares in Q2 2016, an estimated $256K.
  • Ronald Blue & Co first reported a position in CHUBB CORPORATION in Q3 2013 and held it in 4 quarters.
  • Ronald Blue & Co's CHUBB CORPORATION position peaked at $256K in Q1 2016.
  • 27 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2016.

Based on Ronald Blue & Co's 13F filing for Q2 2016, filed 10 Aug 2016.