EHWM
CBI

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

Eads & Heald 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
2014
Q4 		– Sell
-5,448
Closed -$315K – 134
2014
Q3 		$315K Sell
5,448
-395
-7% -$24.9K 0.21% 110
2014
Q2 		$398K Sell
5,843
-1,697
-23% -$135K 0.26% 107
2014
Q1 		$657K Sell
7,540
-281
-4% -$22.8K 0.43% 91
2013
Q4 		$650K Sell
7,821
-204
-3% -$15.5K 0.43% 91
2013
Q3 		$544K Sell
8,025
-1,845
-19% -$114K 0.39% 95
2013
Q2 		$589K Buy
+9,870
New +$573K 0.42% 91

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Eads & Heald Wealth Management's CBI Position: Q4 2014 in Review

Eads & Heald Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2014, closing a stake of 5,448 shares — an estimated $315K sold.

Eads & Heald Wealth Management first reported a position in CBI in Q2 2013 and held it in 6 quarters. The position peaked at $657K in Q1 2014. 463 funds tracked by Wall St. Rank hold CBI as of Q4 2014.

  • Eads & Heald Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q4 2014 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 5,448 Chicago Bridge & Iron Nv shares in Q4 2014, an estimated $315K.
  • Eads & Heald Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 6 quarters.
  • Eads & Heald Wealth Management's Chicago Bridge & Iron Nv position peaked at $657K in Q1 2014.
  • 463 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2014.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2014, filed 29 Jan 2015.