Plante Moran Financial Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

Plante Moran Financial 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
2017 Q3	–	Sell	-282	Closed	-$6K	–	893
2017 Q2	$6K	Hold	282	–	–	﹤0.01%	655
2017 Q1	$9K	Hold	282	–	–	0.01%	604
2016 Q4	$9K	Hold	282	–	–	0.01%	613
2016 Q3	$8K	Hold	282	–	–	0.01%	632
2016 Q2	$10K	Hold	282	–	–	0.01%	535
2016 Q1	$10K	Hold	282	–	–	0.01%	495
2015 Q4	$11K	Hold	282	–	–	0.01%	570
2015 Q3	$11K	Hold	282	–	–	0.01%	477
2015 Q2	$14K	Hold	282	–	–	0.01%	479
2015 Q1	$14K	Hold	282	–	–	0.01%	468
2014 Q4	$12K	Sell	282 -390	-58%	-$19.2K	0.01%	508
2014 Q3	$39K	Hold	672	–	–	0.03%	300
2014 Q2	$46K	Buy	672 +390	+138%	+$31K	0.04%	243
2014 Q1	$25K	Sell	282 -12	-4%	-$975	0.03%	229
2013 Q4	$24K	Hold	294	–	–	0.01%	329
2013 Q3	$20K	Hold	294	–	–	0.01%	285
2013 Q2	$18K	Buy	+294	New	+$17.1K	0.01%	257

Other funds holding CBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

SCM

Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Plante Moran Financial Advisors's CBI Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2017, closing a stake of 282 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in CBI in Q2 2013 and held it in 17 quarters. The position peaked at $46K in Q2 2014. 277 funds tracked by Wall St. Rank hold CBI as of Q3 2017.

Plante Moran Financial Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q3 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 282 Chicago Bridge & Iron Nv shares in Q3 2017, an estimated $6K.
Plante Moran Financial Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 17 quarters.
Plante Moran Financial Advisors's Chicago Bridge & Iron Nv position peaked at $46K in Q2 2014.
277 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.