KLI
CBI

Kelman-Lazarov Inc’s Chicago Bridge & Iron Nv CBI Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-250
Closed -$6.88K – 378
2016
Q3 		$6.88K Hold
250
– – ﹤0.01% 314
2016
Q2 		$8.85K Sell
250
-110
-31% -$4.06K 0.01% 292
2016
Q1 		$13K Buy
+360
New +$12.9K 0.01% 271

Other funds holding CBI

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Kelman-Lazarov Inc's CBI Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2016, closing a stake of 250 shares — an estimated $6.88K sold.

Kelman-Lazarov Inc first reported a position in CBI in Q1 2016 and held it in 3 quarters. The position peaked at $13K in Q1 2016. 411 funds tracked by Wall St. Rank hold CBI as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Chicago Bridge & Iron Nv position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 250 Chicago Bridge & Iron Nv shares in Q4 2016, an estimated $6.88K.
  • Kelman-Lazarov Inc first reported a position in Chicago Bridge & Iron Nv in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Chicago Bridge & Iron Nv position peaked at $13K in Q1 2016.
  • 411 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.