WA
CB

WFG Advisors’s CHUBB CORPORATION CB Stock Holding History

WFG 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
-5,054
Closed -$670K – 1807
2015
Q4 		$670K Sell
5,054
-533
-10% -$69K 0.2% 122
2015
Q3 		$685K Sell
5,587
-2,526
-31% -$309K 0.21% 107
2015
Q2 		$772K Buy
8,113
+583
+8% +$57.5K 0.21% 109
2015
Q1 		$761K Sell
7,530
-1,853
-20% -$188K 0.21% 107
2014
Q4 		$971K Sell
9,383
-19
-0.2% -$1.89K 0.2% 114
2014
Q3 		$856K Buy
9,402
+252
+3% +$22.9K 0.16% 156
2014
Q2 		$843K Buy
9,150
+392
+4% +$36.1K 0.16% 158
2014
Q1 		$782K Buy
8,758
+1,133
+15% +$99.2K 0.16% 166
2013
Q4 		$737K Buy
7,625
+36
+0.5% +$3.36K 0.1% 223
2013
Q3 		$677K Buy
7,589
+723
+11% +$62.6K 0.1% 224
2013
Q2 		$581K Buy
+6,866
New +$601K 0.1% 239

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

WFG Advisors's CB Position: Q1 2016 in Review

WFG Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 5,054 shares — an estimated $670K sold.

WFG Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $971K in Q4 2014. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • WFG Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 5,054 CHUBB CORPORATION shares in Q1 2016, an estimated $670K.
  • WFG Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's CHUBB CORPORATION position peaked at $971K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.