Convergence Investment Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History

Convergence Investment 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	-148	Closed	-$2K	–	1063
2018 Q1	$2K	Buy	+148	New	+$2.71K	﹤0.01%	972
2017 Q2	–	Sell	-44,886	Closed	-$1.38M	–	431
2017 Q1	$1.38M	Buy	44,886 +4,654	+12%	+$150K	0.19%	197
2016 Q4	$1.28M	Buy	+40,232	New	+$1.26M	0.18%	230
2015 Q4	–	Sell	-17,773	Closed	-$705K	–	414
2015 Q3	$705K	Buy	+17,773	New	+$823K	0.08%	295

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

Convergence Investment Partners's CBI Position: Q2 2018 in Review

Convergence Investment Partners sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 148 shares — an estimated $2K sold.

Convergence Investment Partners first reported a position in CBI in Q3 2015 and held it in 4 quarters. The position peaked at $1.38M in Q1 2017. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Convergence Investment Partners reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 148 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $2K.
Convergence Investment Partners first reported a position in Chicago Bridge & Iron Nv in Q3 2015 and held it in 4 quarters.
Convergence Investment Partners's Chicago Bridge & Iron Nv position peaked at $1.38M in Q1 2017.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.