IWA
CBI

IBEX Wealth Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-801
Closed -$25K – 446
2016
Q4 		$25K Buy
+801
New +$25.1K 0.01% 209

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

IBEX Wealth Advisors's CBI Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2017, closing a stake of 801 shares — an estimated $25K sold.

IBEX Wealth Advisors first reported a position in CBI in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 370 funds tracked by Wall St. Rank hold CBI as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 801 Chicago Bridge & Iron Nv shares in Q1 2017, an estimated $25K.
  • IBEX Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $25K in Q4 2016.
  • 370 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.