First Personal Financial Services’s Chicago Bridge & Iron Nv CBI Stock Holding History

First Personal Financial Services’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	-3,000	Closed	-$43K	–	1050
2018 Q1	$43K	Hold	3,000	–	–	0.01%	467
2017 Q4	$48K	Hold	3,000	–	–	0.01%	486
2017 Q3	$50K	Hold	3,000	–	–	0.01%	425
2017 Q2	$59K	Hold	3,000	–	–	0.01%	385
2017 Q1	$92K	Hold	3,000	–	–	0.02%	302
2016 Q4	$95K	Buy	+3,000	New	+$93.9K	0.03%	287
2015 Q1	–	Sell	-500	Closed	-$20K	–	604
2014 Q4	$20K	Buy	+500	New	+$24.6K	0.01%	213

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

First Personal Financial Services's CBI Position: Q2 2018 in Review

First Personal Financial Services sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 3,000 shares — an estimated $43K sold.

First Personal Financial Services first reported a position in CBI in Q4 2014 and held it in 7 quarters. The position peaked at $95K in Q4 2016. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

First Personal Financial Services reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 3,000 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $43K.
First Personal Financial Services first reported a position in Chicago Bridge & Iron Nv in Q4 2014 and held it in 7 quarters.
First Personal Financial Services's Chicago Bridge & Iron Nv position peaked at $95K in Q4 2016.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.