Loring Wolcott & Coolidge Fiduciary Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2016 Q3	–	Sell	-200	Closed	-$7K	–	656
2016 Q2	$7K	Buy	+200	New	+$7.38K	﹤0.01%	574
2014 Q4	–	Sell	-400	Closed	-$23K	–	644
2014 Q3	$23K	Hold	400	–	–	﹤0.01%	474
2014 Q2	$27K	Hold	400	–	–	﹤0.01%	488
2014 Q1	$35K	Hold	400	–	–	﹤0.01%	444
2013 Q4	$33K	Hold	400	–	–	﹤0.01%	430
2013 Q3	$27K	Hold	400	–	–	﹤0.01%	415
2013 Q2	$24K	Buy	+400	New	+$23.2K	﹤0.01%	461

Other funds holding CBI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBI Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2016, closing a stake of 200 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBI in Q2 2013 and held it in 7 quarters. The position peaked at $35K in Q1 2014. 349 funds tracked by Wall St. Rank hold CBI as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Chicago Bridge & Iron Nv shares in Q3 2016, an estimated $7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Chicago Bridge & Iron Nv position peaked at $35K in Q1 2014.
349 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.