Fusion Family Wealth’s Chicago Bridge & Iron Nv CBI Stock Holding History

Fusion Family Wealth’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	-1,300	Closed	-$19K	–	305
2018 Q1	$19K	Hold	1,300	–	–	0.01%	176
2017 Q4	$21K	Buy	+1,300	New	+$21.2K	0.01%	181
2017 Q1	–	Sell	-2,000	Closed	-$66K	–	429
2016 Q4	$66K	Buy	+2,000	New	+$62.6K	0.04%	111

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

Fusion Family Wealth's CBI Position: Q2 2018 in Review

Fusion Family Wealth sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 1,300 shares — an estimated $19K sold.

Fusion Family Wealth first reported a position in CBI in Q4 2016 and held it in 3 quarters. The position peaked at $66K in Q4 2016. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Fusion Family Wealth reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Fusion Family Wealth sold 1,300 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $19K.
Fusion Family Wealth first reported a position in Chicago Bridge & Iron Nv in Q4 2016 and held it in 3 quarters.
Fusion Family Wealth's Chicago Bridge & Iron Nv position peaked at $66K in Q4 2016.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Fusion Family Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.