JWA
CBI

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

JFS 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
Q4 		– Sell
-200
Closed -$3K – 566
2017
Q3 		$3K Buy
+200
New +$3.06K ﹤0.01% 417
2016
Q2 		– Sell
-48
Closed -$2K – 650
2016
Q1 		$2K Buy
+48
New +$1.72K ﹤0.01% 537
2015
Q4 		– Sell
-41
Closed -$2K – 575
2015
Q3 		$2K Buy
+41
New +$1.9K ﹤0.01% 446

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

JFS Wealth Advisors's CBI Position: Q4 2017 in Review

JFS Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2017, closing a stake of 200 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in CBI in Q3 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2017. 269 funds tracked by Wall St. Rank hold CBI as of Q4 2017.

  • JFS Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q4 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 200 Chicago Bridge & Iron Nv shares in Q4 2017, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q3 2015 and held it in 3 quarters.
  • JFS Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $3K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2017.

Based on JFS Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.