WA
CB

WBH Advisory’s CHUBB CORPORATION CB Stock Holding History

WBH Advisory’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
-19,909
Closed -$2.64K – 209
2015
Q4 		$2.64K Sell
19,909
-399
-2% -$51.7K 0.92% 19
2015
Q3 		$2.49M Sell
20,308
-6,140
-23% -$751K 1.03% 18
2015
Q2 		$2.52M Sell
26,448
-778
-3% -$76.8K 0.99% 18
2015
Q1 		$2.75K Sell
27,226
-1,704
-6% -$173K 0.77% 18
2014
Q4 		$2.99M Sell
28,930
-772
-3% -$76.8K 1.13% 15
2014
Q3 		$2.71M Buy
29,702
+119
+0.4% +$10.8K 0.95% 19
2014
Q2 		$2.73M Sell
29,583
-353
-1% -$32.5K 1.03% 18
2014
Q1 		$2.67M Sell
29,936
-545
-2% -$47.7K 1.06% 17
2013
Q4 		$2.94M Buy
30,481
+647
+2% +$60.3K 1.19% 15
2013
Q3 		$2.66M Sell
29,834
-1,019
-3% -$88.2K 1.19% 16
2013
Q2 		$2.61M Buy
+30,853
New +$2.7M 1.21% 17

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

WBH Advisory's CB Position: Q1 2016 in Review

WBH Advisory sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 19,909 shares — an estimated $2.64K sold.

WBH Advisory first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $2.99M in Q4 2014. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • WBH Advisory reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • WBH Advisory sold 19,909 CHUBB CORPORATION shares in Q1 2016, an estimated $2.64K.
  • WBH Advisory first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • WBH Advisory's CHUBB CORPORATION position peaked at $2.99M in Q4 2014.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on WBH Advisory's 13F filing for Q1 2016, filed 15 Apr 2016.