Creative Planning’s Chicago Bridge & Iron Nv CBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,490
| Closed | -$194K | – | 2230 |
|
|
2018
Q1 | $194K | Sell |
13,490
-92
| -0.7% | -$1.68K | ﹤0.01% | 1624 |
|
|
2017
Q4 | $219K | Sell |
13,582
-9,903
| -42% | -$161K | ﹤0.01% | 1547 |
|
|
2017
Q3 | $395K | Buy |
23,485
+1,220
| +5% | +$18.7K | ﹤0.01% | 1163 |
|
|
2017
Q2 | $439K | Buy |
22,265
+7,863
| +55% | +$182K | ﹤0.01% | 1083 |
|
|
2017
Q1 | $443K | Sell |
14,402
-1,814
| -11% | -$58.5K | ﹤0.01% | 1049 |
|
|
2016
Q4 | $515K | Buy |
16,216
+3,205
| +25% | +$100K | ﹤0.01% | 911 |
|
|
2016
Q3 | $365K | Sell |
13,011
-111
| -0.8% | -$3.6K | ﹤0.01% | 1066 |
|
|
2016
Q2 | $454K | Sell |
13,122
-1,259
| -9% | -$46.5K | ﹤0.01% | 824 |
|
|
2016
Q1 | $526K | Sell |
14,381
-1,048
| -7% | -$37.5K | ﹤0.01% | 726 |
|
|
2015
Q4 | $602K | Buy |
15,429
+2,776
| +22% | +$115K | 0.01% | 678 |
|
|
2015
Q3 | $502K | Sell |
12,653
-1,429
| -10% | -$66.1K | ﹤0.01% | 744 |
|
|
2015
Q2 | $705K | Buy |
14,082
+995
| +8% | +$51.7K | 0.01% | 574 |
|
|
2015
Q1 | $645K | Sell |
13,087
-2,604
| -17% | -$110K | 0.01% | 629 |
|
|
2014
Q4 | $659K | Buy |
15,691
+833
| +6% | +$41.1K | 0.01% | 587 |
|
|
2014
Q3 | $860K | Buy |
14,858
+9,907
| +200% | +$625K | 0.01% | 450 |
|
|
2014
Q2 | $338K | Buy |
4,951
+347
| +8% | +$27.6K | ﹤0.01% | 794 |
|
|
2014
Q1 | $401K | Buy |
4,604
+1,306
| +40% | +$106K | 0.01% | 717 |
|
|
2013
Q4 | $274K | Buy |
3,298
+229
| +7% | +$17.4K | ﹤0.01% | 722 |
|
|
2013
Q3 | $208K | Sell |
3,069
-61
| -2% | -$3.76K | ﹤0.01% | 748 |
|
|
2013
Q2 | $187K | Buy |
+3,130
| New | +$182K | ﹤0.01% | 702 |
|
Other funds holding CBI
Creative Planning's CBI Position: Q2 2018 in Review
Creative Planning sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 13,490 shares — an estimated $194K sold.
Creative Planning first reported a position in CBI in Q2 2013 and held it in 20 quarters. The position peaked at $860K in Q3 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.
- Creative Planning reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
- Creative Planning sold 13,490 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $194K.
- Creative Planning first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 20 quarters.
- Creative Planning's Chicago Bridge & Iron Nv position peaked at $860K in Q3 2014.
- 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.
Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.