UCFA
CB

United Capital Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

United Capital 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
-24,349
Closed -$3.23M – 1330
2015
Q4 		$3.23M Sell
24,349
-29,822
-55% -$3.86M 0.04% 441
2015
Q3 		$6.64M Buy
54,171
+4,391
+9% +$537K 0.08% 262
2015
Q2 		$4.74M Buy
49,780
+7,321
+17% +$723K 0.05% 347
2015
Q1 		$4.18M Buy
42,459
+7,988
+23% +$809K 0.05% 373
2014
Q4 		$3.57M Buy
34,471
+4,898
+17% +$488K 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% +$406K 0.05% 381
2014
Q1 		$1.97M Buy
22,050
+1,700
+8% +$149K 0.04% 358
2013
Q4 		$1.97M Buy
20,350
+16,671
+453% +$1.55M 0.07% 240
2013
Q3 		$328K Sell
3,679
-21,349
-85% -$1.85M 0.01% 541
2013
Q2 		$2.12M Buy
+25,028
New +$2.19M 0.06% 303

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 $1.45B 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

United Capital Financial Advisors's CB Position: Q1 2016 in Review

United Capital Financial Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 24,349 shares — an estimated $3.23M sold.

United Capital Financial Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $6.64M in Q3 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • United Capital Financial Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,349 CHUBB CORPORATION shares in Q1 2016, an estimated $3.23M.
  • United Capital Financial Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • United Capital Financial Advisors's CHUBB CORPORATION position peaked at $6.64M in Q3 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.