W
CB

Wealthfront’s CHUBB CORPORATION CB Stock Holding History

Wealthfront’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
-6,167
Closed -$818K – 374
2015
Q4 		$818K Buy
6,167
+162
+3% +$21K 0.03% 96
2015
Q3 		$737K Buy
6,005
+1,116
+23% +$137K 0.03% 101
2015
Q2 		$465K Sell
4,889
-287
-6% -$28.3K 0.02% 114
2015
Q1 		$523K Sell
5,176
-31
-0.6% -$3.14K 0.03% 82
2014
Q4 		$539K Buy
5,207
+3,037
+140% +$302K 0.03% 66
2014
Q3 		$198K Buy
2,170
+658
+44% +$59.9K 0.01% 158
2014
Q2 		$140K Buy
1,512
+299
+25% +$27.5K 0.01% 157
2014
Q1 		$108K Buy
+1,213
New +$106K 0.01% 123

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

Wealthfront's CB Position: Q1 2016 in Review

Wealthfront sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 6,167 shares — an estimated $818K sold.

Wealthfront first reported a position in CB in Q1 2014 and held it in 8 quarters. The position peaked at $818K in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Wealthfront reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Wealthfront sold 6,167 CHUBB CORPORATION shares in Q1 2016, an estimated $818K.
  • Wealthfront first reported a position in CHUBB CORPORATION in Q1 2014 and held it in 8 quarters.
  • Wealthfront's CHUBB CORPORATION position peaked at $818K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Wealthfront's 13F filing for Q1 2016, filed 18 May 2016.