JWM
CBI

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

Jacobus 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
2014
Q4 		– Sell
-2,291
Closed -$133K – 317
2014
Q3 		$133K Buy
2,291
+291
+15% +$18.3K 0.04% 258
2014
Q2 		$136K Hold
2,000
– – 0.03% 268
2014
Q1 		$174K Sell
2,000
-514
-20% -$41.8K 0.04% 230
2013
Q4 		$209K Buy
2,514
+514
+26% +$38.9K 0.06% 201
2013
Q3 		$136K Hold
2,000
– – 0.05% 215
2013
Q2 		$119K Buy
+2,000
New +$116K 0.04% 214

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

Jacobus Wealth Management's CBI Position: Q4 2014 in Review

Jacobus Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2014, closing a stake of 2,291 shares — an estimated $133K sold.

Jacobus Wealth Management first reported a position in CBI in Q2 2013 and held it in 6 quarters. The position peaked at $209K in Q4 2013. 463 funds tracked by Wall St. Rank hold CBI as of Q4 2014.

  • Jacobus Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q4 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,291 Chicago Bridge & Iron Nv shares in Q4 2014, an estimated $133K.
  • Jacobus Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 6 quarters.
  • Jacobus Wealth Management's Chicago Bridge & Iron Nv position peaked at $209K in Q4 2013.
  • 463 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.