SGCA
CB

Steel Grove Capital Advisors’s CHUBB CORPORATION CB Stock Holding History

Steel Grove Capital 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
-2,531
Closed -$337K – 220
2015
Q4 		$337K Buy
2,531
+631
+33% +$81.7K 0.08% 135
2015
Q3 		$234K Buy
+1,900
New +$232K 0.06% 162

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

Steel Grove Capital Advisors's CB Position: Q1 2016 in Review

Steel Grove Capital Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 2,531 shares — an estimated $337K sold.

Steel Grove Capital Advisors first reported a position in CB in Q3 2015 and held it in 2 quarters. The position peaked at $337K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Steel Grove Capital Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,531 CHUBB CORPORATION shares in Q1 2016, an estimated $337K.
  • Steel Grove Capital Advisors first reported a position in CHUBB CORPORATION in Q3 2015 and held it in 2 quarters.
  • Steel Grove Capital Advisors's CHUBB CORPORATION position peaked at $337K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2016, filed 19 May 2016.