OIA
CBI

Optimum Investment Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

Optimum Investment 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
2015
Q1 		$61K Hold
1,234
– – 0.02% 471
2014
Q4 		$52K Sell
1,234
-2,450
-67% -$121K 0.02% 495
2014
Q3 		$213K Buy
3,684
+909
+33% +$57.3K 0.07% 245
2014
Q2 		$189K Buy
2,775
+2,450
+754% +$195K 0.06% 262
2014
Q1 		$28K Hold
325
– – 0.01% 463
2013
Q4 		$27K Sell
325
-350
-52% -$26.5K 0.01% 471
2013
Q3 		$46K Buy
+675
New +$41.7K 0.02% 383

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Optimum Investment Advisors's CBI Position: Q1 2015 in Review

Optimum Investment Advisors held its Chicago Bridge & Iron Nv (CBI) position steady in Q1 2015 at 1,234 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #471.

Optimum Investment Advisors first reported a position in CBI in Q3 2013 and has held it in 7 quarters since. The position peaked at $213K in Q3 2014. 445 funds tracked by Wall St. Rank hold CBI as of Q1 2015.

  • Optimum Investment Advisors held 1,234 shares of Chicago Bridge & Iron Nv worth $61K as of Q1 2015.
  • Optimum Investment Advisors left its Chicago Bridge & Iron Nv share count unchanged in Q1 2015.
  • Chicago Bridge & Iron Nv made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #471 holding.
  • Optimum Investment Advisors first reported a position in Chicago Bridge & Iron Nv in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Chicago Bridge & Iron Nv position peaked at $213K in Q3 2014.
  • 445 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.