CWM
CBI

Cedar Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History

Cedar 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
2017
Q3 		– Sell
-25
Closed – – 148
2017
Q2 		$0 Sell
25
-220
-90% -$5.1K ﹤0.01% 144
2017
Q1 		$8K Buy
+245
New +$7.91K ﹤0.01% 110
2016
Q4 		– Sell
-3,800
Closed -$107K – 139
2016
Q3 		$107K Buy
3,800
+230
+6% +$7.46K 0.07% 54
2016
Q2 		$124K Buy
3,570
+1,420
+66% +$52.4K 0.08% 63
2016
Q1 		$79K Buy
+2,150
New +$76.9K 0.05% 54

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cedar Wealth Management's CBI Position: Q3 2017 in Review

Cedar Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2017, closing a stake of 25 shares.

Cedar Wealth Management first reported a position in CBI in Q1 2016 and held it in 5 quarters. The position peaked at $124K in Q2 2016. 277 funds tracked by Wall St. Rank hold CBI as of Q3 2017.

  • Cedar Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q3 2017 after selling out during the quarter.
  • Cedar Wealth Management sold 25 Chicago Bridge & Iron Nv shares in Q3 2017.
  • Cedar Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q1 2016 and held it in 5 quarters.
  • Cedar Wealth Management's Chicago Bridge & Iron Nv position peaked at $124K in Q2 2016.
  • 277 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2017.

Based on Cedar Wealth Management's 13F filing for Q3 2017, filed 24 Oct 2017.