Transamerica Financial Advisors
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Transamerica Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

Transamerica Financial 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
-307
Closed -$41K – 894
2015
Q4 		$41K Sell
307
-119
-28% -$15.4K ﹤0.01% 434
2015
Q3 		$53K Sell
426
-37,638
-99% -$4.6M ﹤0.01% 381
2015
Q2 		$3.62M Buy
38,064
+2,953
+8% +$291K 0.26% 78
2015
Q1 		$3.55M Buy
35,111
+35,108
+1,170,267% +$3.55M 0.25% 74
2014
Q4 		$1K Buy
3
+2
+200% +$199 ﹤0.01% 735
2014
Q3 		$1K Hold
1
– – ﹤0.01% 686
2014
Q2 		$1K Hold
1
– – ﹤0.01% 695
2014
Q1 		$1K Sell
1
-2
-67% -$175 ﹤0.01% 654
2013
Q4 		$1K Sell
3
-443
-99% -$41.3K ﹤0.01% 609
2013
Q3 		$40K Buy
446
+50
+13% +$4.33K 0.01% 345
2013
Q2 		$34K Buy
+396
New +$34.6K 0.01% 332

Other funds holding CB

Axiom Investors
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
Covington Capital Management
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
Connors Investor Services
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
Penobscot Investment Management
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Transamerica Financial Advisors's CB Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 307 shares — an estimated $41K sold.

Transamerica Financial Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $3.62M in Q2 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 307 CHUBB CORPORATION shares in Q1 2016, an estimated $41K.
  • Transamerica Financial Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Transamerica Financial Advisors's CHUBB CORPORATION position peaked at $3.62M in Q2 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.