LW
CBI

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

Linscomb Wealth’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
2015
Q3 		– Sell
-5,000
Closed -$250K – 274
2015
Q2 		$250K Hold
5,000
– – 0.03% 236
2015
Q1 		$246K Hold
5,000
– – 0.03% 236
2014
Q4 		$210K Sell
5,000
-240
-5% -$11.8K 0.02% 260
2014
Q3 		$303K Buy
5,240
+240
+5% +$15.1K 0.03% 221
2014
Q2 		$341K Hold
5,000
– – 0.04% 202
2014
Q1 		$436K Hold
5,000
– – 0.05% 180
2013
Q4 		$416K Hold
5,000
– – 0.05% 158
2013
Q3 		$339K Hold
5,000
– – 0.04% 171
2013
Q2 		$298K Buy
+5,000
New +$290K 0.04% 183

Other funds holding CBI

GC
Greenlight Capital New York $2.05B AUM 78.75% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Linscomb Wealth's CBI Position: Q3 2015 in Review

Linscomb Wealth sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2015, closing a stake of 5,000 shares — an estimated $250K sold.

Linscomb Wealth first reported a position in CBI in Q2 2013 and held it in 9 quarters. The position peaked at $436K in Q1 2014. 441 funds tracked by Wall St. Rank hold CBI as of Q3 2015.

  • Linscomb Wealth reported no remaining Chicago Bridge & Iron Nv position as of Q3 2015 after selling out during the quarter.
  • Linscomb Wealth sold 5,000 Chicago Bridge & Iron Nv shares in Q3 2015, an estimated $250K.
  • Linscomb Wealth first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 9 quarters.
  • Linscomb Wealth's Chicago Bridge & Iron Nv position peaked at $436K in Q1 2014.
  • 441 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2015.

Based on Linscomb Wealth's 13F filing for Q3 2015, filed 9 Nov 2015.