Glassman Wealth Services’s Chicago Bridge & Iron Nv CBI Stock Holding History

Glassman Wealth 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	-17	Closed	–	–	1047
2018 Q1	$0	Hold	17	–	–	﹤0.01%	1031
2017 Q4	$0	Buy	+17	New	+$277	﹤0.01%	872
2017 Q3	–	Sell	-165	Closed	-$3K	–	654
2017 Q2	$3K	Buy	+165	New	+$3.83K	﹤0.01%	407
2015 Q1	–	Sell	-467	Closed	-$20K	–	483
2014 Q4	$20K	Buy	+467	New	+$23K	0.01%	247

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

Glassman Wealth Services's CBI Position: Q2 2018 in Review

Glassman Wealth Services sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 17 shares.

Glassman Wealth Services first reported a position in CBI in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Glassman Wealth Services reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Glassman Wealth Services sold 17 Chicago Bridge & Iron Nv shares in Q2 2018.
Glassman Wealth Services first reported a position in Chicago Bridge & Iron Nv in Q4 2014 and held it in 4 quarters.
Glassman Wealth Services's Chicago Bridge & Iron Nv position peaked at $20K in Q4 2014.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.