MHS
CBI

M Holdings Securities’s Chicago Bridge & Iron Nv CBI Stock Holding History

M Holdings Securities’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
2018
Q2 		– Sell
-11,317
Closed -$163K – 358
2018
Q1 		$163K Sell
11,317
-2,449
-18% -$44.8K 0.05% 308
2017
Q4 		$222K Sell
13,766
-100
-0.7% -$1.63K 0.07% 283
2017
Q3 		$233K Buy
+13,866
New +$212K 0.07% 279
2017
Q2 		– Sell
-6,765
Closed -$208K – 308
2017
Q1 		$208K Buy
6,765
+350
+5% +$11.3K 0.08% 254
2016
Q4 		$204K Buy
+6,415
New +$201K 0.07% 238
2016
Q1 		– Sell
-5,323
Closed -$208K – 219
2015
Q4 		$208K Buy
5,323
+81
+2% +$3.37K 0.14% 175
2015
Q3 		$208K Buy
5,242
+400
+8% +$18.5K 0.15% 169
2015
Q2 		$242K Sell
4,842
-375
-7% -$19.5K 0.16% 156
2015
Q1 		$257K Buy
5,217
+100
+2% +$4.21K 0.17% 148
2014
Q4 		$215K Buy
5,117
+190
+4% +$9.37K 0.14% 165
2014
Q3 		$285K Buy
+4,927
New +$311K 0.16% 145

Other funds holding CBI

Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

M Holdings Securities's CBI Position: Q2 2018 in Review

M Holdings Securities sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 11,317 shares — an estimated $163K sold.

M Holdings Securities first reported a position in CBI in Q3 2014 and held it in 11 quarters. The position peaked at $285K in Q3 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • M Holdings Securities reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • M Holdings Securities sold 11,317 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $163K.
  • M Holdings Securities first reported a position in Chicago Bridge & Iron Nv in Q3 2014 and held it in 11 quarters.
  • M Holdings Securities's Chicago Bridge & Iron Nv position peaked at $285K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on M Holdings Securities's 13F filing for Q2 2018, filed 17 Aug 2018.