KFS
CBI

KMS Financial Services’s Chicago Bridge & Iron Nv CBI Stock Holding History

KMS Financial Services’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
Q3 		$1.19M Buy
20,634
+2,328
+13% +$147K 0.17% 140
2014
Q2 		$1.25M Sell
18,306
-8,254
-31% -$656K 0.18% 130
2014
Q1 		$2.31M Buy
26,560
+4,328
+19% +$352K 0.37% 60
2013
Q4 		$1.85M Buy
+22,232
New +$1.68M 0.31% 73

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KMS Financial Services's CBI Position: Q3 2014 in Review

KMS Financial Services increased its Chicago Bridge & Iron Nv (CBI) stake by 13% in Q3 2014, buying an estimated $147K and bringing the position to 20,634 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #140.

KMS Financial Services first reported a position in CBI in Q4 2013 and has held it in 4 quarters since. The position peaked at $2.31M in Q1 2014. 493 funds tracked by Wall St. Rank hold CBI as of Q3 2014.

  • KMS Financial Services held 20,634 shares of Chicago Bridge & Iron Nv worth $1.19M as of Q3 2014.
  • KMS Financial Services bought 2,328 Chicago Bridge & Iron Nv shares in Q3 2014, an estimated $147K.
  • Chicago Bridge & Iron Nv made up 0.17% of KMS Financial Services's portfolio in Q3 2014, its #140 holding.
  • KMS Financial Services first reported a position in Chicago Bridge & Iron Nv in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Chicago Bridge & Iron Nv position peaked at $2.31M in Q1 2014.
  • 493 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.