BRWM
CBI

B. Riley Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History

B. Riley Wealth Management’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
2016
Q1 		– Sell
-6,950
Closed -$270K – 169
2015
Q4 		$270K Sell
6,950
-132
-2% -$5.48K 0.34% 103
2015
Q3 		$280K Buy
7,082
+132
+2% +$6.11K 0.4% 94
2015
Q2 		$347K Buy
6,950
+1,700
+32% +$88.4K 0.28% 100
2015
Q1 		$258K Buy
5,250
+4,850
+1,213% +$204K 0.19% 151
2014
Q4 		$16K Sell
400
-1,800
-82% -$88.7K 0.01% 650
2014
Q3 		$127K Buy
2,200
+1,600
+267% +$101K 0.09% 256
2014
Q2 		$40K Sell
600
-400
-40% -$31.8K 0.03% 512
2014
Q1 		$87K Buy
+1,000
New +$81.2K 0.06% 339

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's CBI Position: Q1 2016 in Review

B. Riley Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2016, closing a stake of 6,950 shares — an estimated $270K sold.

B. Riley Wealth Management first reported a position in CBI in Q1 2014 and held it in 8 quarters. The position peaked at $347K in Q2 2015. 442 funds tracked by Wall St. Rank hold CBI as of Q1 2016.

  • B. Riley Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Management sold 6,950 Chicago Bridge & Iron Nv shares in Q1 2016, an estimated $270K.
  • B. Riley Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q1 2014 and held it in 8 quarters.
  • B. Riley Wealth Management's Chicago Bridge & Iron Nv position peaked at $347K in Q2 2015.
  • 442 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.