LWA
CBI

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

Lenox 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
2013
Q3 		– Sell
-200
Closed -$12K – 303
2013
Q2 		$12K Buy
+200
New +$11.6K 0.01% 105

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lenox Wealth Advisors's CBI Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2013, closing a stake of 200 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in CBI in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 431 funds tracked by Wall St. Rank hold CBI as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 200 Chicago Bridge & Iron Nv shares in Q3 2013, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $12K in Q2 2013.
  • 431 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.