FWM
CBI

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

Focused 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
2018
Q2 		– Sell
-2,250
Closed -$32K – 767
2018
Q1 		$32K Hold
2,250
– – 0.01% 338
2017
Q4 		$36K Hold
2,250
– – 0.01% 333
2017
Q3 		$38K Hold
2,250
– – 0.01% 274
2017
Q2 		$44K Sell
2,250
-500
-18% -$11.6K 0.02% 298
2017
Q1 		$85K Sell
2,750
-200
-7% -$6.46K 0.03% 230
2016
Q4 		$94K Hold
2,950
– – 0.04% 220
2016
Q3 		$83K Hold
2,950
– – 0.04% 221
2016
Q2 		$102K Sell
2,950
-100
-3% -$3.69K 0.05% 203
2016
Q1 		$112K Sell
3,050
-500
-14% -$17.9K 0.06% 134
2015
Q4 		$138K Hold
3,550
– – 0.08% 129
2015
Q3 		$141K Buy
3,550
+475
+15% +$22K 0.09% 119
2015
Q2 		$154K Sell
3,075
-90
-3% -$4.68K 0.1% 105
2015
Q1 		$156K Sell
3,165
-3,135
-50% -$132K 0.1% 111
2014
Q4 		$264K Buy
6,300
+550
+10% +$27.1K 0.19% 79
2014
Q3 		$333K Sell
5,750
-1,045
-15% -$65.9K 0.26% 71
2014
Q2 		$463K Sell
6,795
-1,260
-16% -$100K 0.36% 53
2014
Q1 		$702K Hold
8,055
– – 0.59% 38
2013
Q4 		$670K Buy
8,055
+1
+0% +$76 0.56% 41
2013
Q3 		$546K Buy
+8,054
New +$497K 0.52% 43

Other funds holding CBI

Wolverine Trading
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

Focused Wealth Management's CBI Position: Q2 2018 in Review

Focused Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 2,250 shares — an estimated $32K sold.

Focused Wealth Management first reported a position in CBI in Q3 2013 and held it in 19 quarters. The position peaked at $702K in Q1 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • Focused Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • Focused Wealth Management sold 2,250 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $32K.
  • Focused Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q3 2013 and held it in 19 quarters.
  • Focused Wealth Management's Chicago Bridge & Iron Nv position peaked at $702K in Q1 2014.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.