EWM
CBI

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

Evercore 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
2015
Q3 		– Sell
-2,000
Closed -$100K – 1090
2015
Q2 		$100K Hold
2,000
– – ﹤0.01% 518
2015
Q1 		$99K Sell
2,000
-200
-9% -$8.41K ﹤0.01% 530
2014
Q4 		$92K Sell
2,200
-725
-25% -$35.7K ﹤0.01% 478
2014
Q3 		$169K Buy
2,925
+595
+26% +$37.5K 0.01% 427
2014
Q2 		$159K Hold
2,330
– – 0.01% 426
2014
Q1 		$203K Hold
2,330
– – 0.01% 374
2013
Q4 		$193K Hold
2,330
– – 0.01% 371
2013
Q3 		$158K Buy
2,330
+330
+17% +$20.4K 0.01% 419
2013
Q2 		$119K Buy
+2,000
New +$116K 0.01% 471

Other funds holding CBI

GC
Greenlight Capital New York $2.05B AUM 78.75% 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
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
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Evercore Wealth Management's CBI Position: Q3 2015 in Review

Evercore Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2015, closing a stake of 2,000 shares — an estimated $100K sold.

Evercore Wealth Management first reported a position in CBI in Q2 2013 and held it in 9 quarters. The position peaked at $203K in Q1 2014. 441 funds tracked by Wall St. Rank hold CBI as of Q3 2015.

  • Evercore Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 Chicago Bridge & Iron Nv shares in Q3 2015, an estimated $100K.
  • Evercore Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 9 quarters.
  • Evercore Wealth Management's Chicago Bridge & Iron Nv position peaked at $203K in Q1 2014.
  • 441 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.