SFPIA
CB

Stevens First Principles Investment Advisors’s CHUBB CORPORATION CB Stock Holding History

Stevens First Principles Investment 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
Q2 		– Sell
-1,146
Closed -$137K – 156
2016
Q1 		$137K Buy
+1,146
New +$148K 0.11% 70

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

Stevens First Principles Investment Advisors's CB Position: Q2 2016 in Review

Stevens First Principles Investment Advisors sold out of CHUBB CORPORATION (CB) in Q2 2016, closing a stake of 1,146 shares — an estimated $137K sold.

Stevens First Principles Investment Advisors first reported a position in CB in Q1 2016 and held it in 1 quarter. The position peaked at $137K in Q1 2016. 27 funds tracked by Wall St. Rank hold CB as of Q2 2016.

  • Stevens First Principles Investment Advisors reported no remaining CHUBB CORPORATION position as of Q2 2016 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,146 CHUBB CORPORATION shares in Q2 2016, an estimated $137K.
  • Stevens First Principles Investment Advisors first reported a position in CHUBB CORPORATION in Q1 2016 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's CHUBB CORPORATION position peaked at $137K in Q1 2016.
  • 27 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2016, filed 28 Jul 2016.