Avantax Planning Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-354	Closed	-$5K	–	1842
2018 Q1	$5K	Buy	+354	New	+$6.47K	﹤0.01%	1388

Other funds holding CBI

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Avantax Planning Partners's CBI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 354 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in CBI in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Avantax Planning Partners reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 354 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Chicago Bridge & Iron Nv in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Chicago Bridge & Iron Nv position peaked at $5K in Q1 2018.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.