PFGIA
CBI

Patriot Financial Group Insurance Agency’s Chicago Bridge & Iron Nv CBI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-140
Closed -$3K – 1008
2017
Q4 		$3K Hold
140
– – ﹤0.01% 850
2017
Q3 		$2K Hold
140
– – ﹤0.01% 855
2017
Q2 		$2K Buy
140
+40
+40% +$928 ﹤0.01% 856
2017
Q1 		$3K Hold
100
– – ﹤0.01% 738
2016
Q4 		$3K Buy
+100
New +$3.13K ﹤0.01% 667

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CBI Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2018, closing a stake of 140 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in CBI in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 277 funds tracked by Wall St. Rank hold CBI as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Chicago Bridge & Iron Nv position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 140 Chicago Bridge & Iron Nv shares in Q1 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Chicago Bridge & Iron Nv in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Chicago Bridge & Iron Nv position peaked at $3K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.