PAS
CBI

Partnervest Advisory Services’s Chicago Bridge & Iron Nv CBI Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-1,224
Closed -$83K – 926
2014
Q2 		$83K Buy
1,224
+228
+23% +$18.1K 0.04% 275
2014
Q1 		$87K Buy
996
+14
+1% +$1.14K 0.04% 255
2013
Q4 		$82K Buy
+982
New +$74.4K 0.04% 239

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Partnervest Advisory Services's CBI Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2014, closing a stake of 1,224 shares — an estimated $83K sold.

Partnervest Advisory Services first reported a position in CBI in Q4 2013 and held it in 3 quarters. The position peaked at $87K in Q1 2014. 493 funds tracked by Wall St. Rank hold CBI as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Chicago Bridge & Iron Nv position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,224 Chicago Bridge & Iron Nv shares in Q3 2014, an estimated $83K.
  • Partnervest Advisory Services first reported a position in Chicago Bridge & Iron Nv in Q4 2013 and held it in 3 quarters.
  • Partnervest Advisory Services's Chicago Bridge & Iron Nv position peaked at $87K in Q1 2014.
  • 493 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.