United Capital Financial Advisors’s CHUBB CORPORATION CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-24,349
| Closed | -$3.23M | – | 1330 |
|
|
2015
Q4 | $3.23M | Sell |
24,349
-29,822
| -55% | -$3.96M | 0.04% | 441 |
|
|
2015
Q3 | $6.64M | Buy |
54,171
+4,391
| +9% | +$539K | 0.08% | 262 |
|
|
2015
Q2 | $4.74M | Buy |
49,780
+7,321
| +17% | +$697K | 0.05% | 347 |
|
|
2015
Q1 | $4.18M | Buy |
42,459
+7,988
| +23% | +$786K | 0.05% | 373 |
|
|
2014
Q4 | $3.57M | Buy |
34,471
+4,898
| +17% | +$507K | 0.05% | 329 |
|
|
2014
Q3 | $2.69M | Buy |
29,573
+3,110
| +12% | +$283K | 0.05% | 367 |
|
|
2014
Q2 | $2.44M | Buy |
26,463
+4,413
| +20% | +$407K | 0.05% | 381 |
|
|
2014
Q1 | $1.97M | Buy |
22,050
+1,700
| +8% | +$152K | 0.04% | 358 |
|
|
2013
Q4 | $1.97M | Buy |
20,350
+16,671
| +453% | +$1.61M | 0.07% | 240 |
|
|
2013
Q3 | $328K | Sell |
3,679
-21,349
| -85% | -$1.9M | 0.01% | 541 |
|
|
2013
Q2 | $2.12M | Buy |
+25,028
| New | +$2.12M | 0.06% | 303 |
|