AWA
CBI

ARS Wealth Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

ARS Wealth Advisors’s Portfolio CBI Stock Details CBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,550
Closed -$570K – 119
2017
Q1 		$570K Sell
18,550
-5,112
-22% -$165K 0.24% 58
2016
Q4 		$751K Buy
+23,662
New +$740K 0.34% 41

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

ARS Wealth Advisors's CBI Position: Q2 2017 in Review

ARS Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2017, closing a stake of 18,550 shares — an estimated $570K sold.

ARS Wealth Advisors first reported a position in CBI in Q4 2016 and held it in 2 quarters. The position peaked at $751K in Q4 2016. 314 funds tracked by Wall St. Rank hold CBI as of Q2 2017.

  • ARS Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q2 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 18,550 Chicago Bridge & Iron Nv shares in Q2 2017, an estimated $570K.
  • ARS Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q4 2016 and held it in 2 quarters.
  • ARS Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $751K in Q4 2016.
  • 314 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2017.

Based on ARS Wealth Advisors's 13F filing for Q2 2017, filed 11 Jun 2021.