VHAM
CB

Van Hulzen Asset Management’s CHUBB CORPORATION CB Stock Holding History

Van Hulzen Asset 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
2018
Q2 		– Sell
-2,243
Closed -$307K – 229
2018
Q1 		$307K Hold
2,243
– – 0.09% 140
2017
Q4 		$328K Buy
2,243
+500
+29% +$73.1K 0.1% 146
2017
Q3 		$248K Buy
+1,743
New +$248K 0.08% 147

Other funds holding CB

CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
RP
Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
CC
ClearArc Capital Cincinnati, Ohio $257M AUM 33.81% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BIM
Baldwin Investment Management West Conshohocken, Pennsylvania $856M AUM 9.05% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Van Hulzen Asset Management's CB Position: Q2 2018 in Review

Van Hulzen Asset Management sold out of CHUBB CORPORATION (CB) in Q2 2018, closing a stake of 2,243 shares — an estimated $307K sold.

Van Hulzen Asset Management first reported a position in CB in Q3 2017 and held it in 3 quarters. The position peaked at $328K in Q4 2017. 14 funds tracked by Wall St. Rank hold CB as of Q2 2018.

  • Van Hulzen Asset Management reported no remaining CHUBB CORPORATION position as of Q2 2018 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,243 CHUBB CORPORATION shares in Q2 2018, an estimated $307K.
  • Van Hulzen Asset Management first reported a position in CHUBB CORPORATION in Q3 2017 and held it in 3 quarters.
  • Van Hulzen Asset Management's CHUBB CORPORATION position peaked at $328K in Q4 2017.
  • 14 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2018.

Based on Van Hulzen Asset Management's 13F filing for Q2 2018, filed 7 Aug 2018.