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

Harvest Group 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	-26,134	Closed	-$376K	–	47
2018 Q1	$376K	Buy	26,134 +1,277	+5%	+$23.4K	0.25%	33
2017 Q4	$401K	Buy	+24,857	New	+$405K	0.24%	33

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

Harvest Group Wealth Management's CBI Position: Q2 2018 in Review

Harvest Group Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 26,134 shares — an estimated $376K sold.

Harvest Group Wealth Management first reported a position in CBI in Q4 2017 and held it in 2 quarters. The position peaked at $401K in Q4 2017. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Harvest Group Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Harvest Group Wealth Management sold 26,134 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $376K.
Harvest Group Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q4 2017 and held it in 2 quarters.
Harvest Group Wealth Management's Chicago Bridge & Iron Nv position peaked at $401K in Q4 2017.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Harvest Group Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.