TF
CB

Tompkins Financial’s CHUBB CORPORATION CB Stock Holding History

Tompkins Financial’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
-4,770
Closed -$633K – 577
2015
Q4 		$633K Hold
4,770
– – 0.2% 93
2015
Q3 		$585K Hold
4,770
– – 0.19% 93
2015
Q2 		$454K Hold
4,770
– – 0.12% 116
2015
Q1 		$482K Hold
4,770
– – 0.12% 115
2014
Q4 		$494K Hold
4,770
– – 0.12% 115
2014
Q3 		$434K Sell
4,770
-11
-0.2% -$1K 0.11% 119
2014
Q2 		$441K Hold
4,781
– – 0.11% 118
2014
Q1 		$427K Sell
4,781
-458
-9% -$40.1K 0.11% 120
2013
Q4 		$506K Buy
5,239
+514
+11% +$47.9K 0.13% 111
2013
Q3 		$422K Buy
4,725
+1,440
+44% +$125K 0.12% 119
2013
Q2 		$278K Buy
+3,285
New +$287K 0.08% 131

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 $1.34B AUM 18.66% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Tompkins Financial's CB Position: Q1 2016 in Review

Tompkins Financial sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 4,770 shares — an estimated $633K sold.

Tompkins Financial first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $633K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Tompkins Financial reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Tompkins Financial sold 4,770 CHUBB CORPORATION shares in Q1 2016, an estimated $633K.
  • Tompkins Financial first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Tompkins Financial's CHUBB CORPORATION position peaked at $633K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Tompkins Financial's 13F filing for Q1 2016, filed 20 Apr 2016.