SW
CB

SVB Wealth’s CHUBB CORPORATION CB Stock Holding History

SVB Wealth’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
-104,102
Closed -$13.8M – 567
2015
Q4 		$13.8M Sell
104,102
-25,663
-20% -$3.32M 0.54% 61
2015
Q3 		$15.9M Sell
129,765
-20,384
-14% -$2.49M 0.62% 52
2015
Q2 		$14.3M Sell
150,149
-33,449
-18% -$3.3M 0.47% 66
2015
Q1 		$18.6M Sell
183,598
-1,277
-0.7% -$129K 0.6% 57
2014
Q4 		$19.1M Buy
+184,875
New +$18.4M 0.62% 51

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 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 $1.16B AUM 27.24% 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

SVB Wealth's CB Position: Q1 2016 in Review

SVB Wealth sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 104,102 shares — an estimated $13.8M sold.

SVB Wealth first reported a position in CB in Q4 2014 and held it in 5 quarters. The position peaked at $19.1M in Q4 2014. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • SVB Wealth reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • SVB Wealth sold 104,102 CHUBB CORPORATION shares in Q1 2016, an estimated $13.8M.
  • SVB Wealth first reported a position in CHUBB CORPORATION in Q4 2014 and held it in 5 quarters.
  • SVB Wealth's CHUBB CORPORATION position peaked at $19.1M in Q4 2014.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on SVB Wealth's 13F filing for Q1 2016, filed 13 May 2016.