TWM
CB

Torch Wealth Management’s CHUBB CORPORATION CB Stock Holding History

Torch Wealth Management’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
-24,273
Closed -$3.22M – 106
2015
Q4 		$3.22M Sell
24,273
-74
-0.3% -$9.58K 2.35% 7
2015
Q3 		$2.99M Sell
24,347
-1,949
-7% -$238K 2.3% 6
2015
Q2 		$2.5M Buy
26,296
+701
+3% +$69.2K 1.73% 16
2015
Q1 		$2.59M Buy
25,595
+126
+0.5% +$12.8K 2% 13
2014
Q4 		$2.63M Buy
25,469
+1,426
+6% +$142K 2.02% 11
2014
Q3 		$2.19M Sell
24,043
-109
-0.5% -$9.93K 1.61% 20
2014
Q2 		$2.23M Buy
24,152
+602
+3% +$55.4K 1.51% 21
2014
Q1 		$2.1M Buy
23,550
+2,500
+12% +$219K 1.52% 20
2013
Q4 		$2.03M Buy
+21,050
New +$1.96M 1.55% 19

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

Torch Wealth Management's CB Position: Q1 2016 in Review

Torch Wealth Management sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 24,273 shares — an estimated $3.22M sold.

Torch Wealth Management first reported a position in CB in Q4 2013 and held it in 9 quarters. The position peaked at $3.22M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Torch Wealth Management reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Torch Wealth Management sold 24,273 CHUBB CORPORATION shares in Q1 2016, an estimated $3.22M.
  • Torch Wealth Management first reported a position in CHUBB CORPORATION in Q4 2013 and held it in 9 quarters.
  • Torch Wealth Management's CHUBB CORPORATION position peaked at $3.22M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Torch Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.