PVWM
CBI

Point View Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History

Point View Wealth Management’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
-34,730
Closed -$500K – 268
2018
Q1 		$500K Sell
34,730
-3,581
-9% -$65.5K 0.24% 137
2017
Q4 		$618K Sell
38,311
-5,386
-12% -$87.8K 0.29% 124
2017
Q3 		$735K Buy
43,697
+5,426
+14% +$83.1K 0.35% 104
2017
Q2 		$755K Buy
38,271
+10,005
+35% +$232K 0.37% 98
2017
Q1 		$869K Buy
28,266
+4,217
+18% +$136K 0.45% 82
2016
Q4 		$764K Buy
24,049
+321
+1% +$10K 0.44% 76
2016
Q3 		$665K Buy
23,728
+976
+4% +$31.6K 0.39% 93
2016
Q2 		$788K Buy
22,752
+824
+4% +$30.4K 0.48% 73
2016
Q1 		$802K Buy
21,928
+3,274
+18% +$117K 0.52% 70
2015
Q4 		$727K Buy
18,654
+327
+2% +$13.6K 0.53% 70
2015
Q3 		$727K Buy
18,327
+3,518
+24% +$163K 0.58% 61
2015
Q2 		$741K Buy
14,809
+690
+5% +$35.9K 0.58% 60
2015
Q1 		$696K Buy
14,119
+8,702
+161% +$366K 0.54% 64
2014
Q4 		$227K Buy
+5,417
New +$267K 0.17% 159

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

Point View Wealth Management's CBI Position: Q2 2018 in Review

Point View Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 34,730 shares — an estimated $500K sold.

Point View Wealth Management first reported a position in CBI in Q4 2014 and held it in 14 quarters. The position peaked at $869K in Q1 2017. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • Point View Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • Point View Wealth Management sold 34,730 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $500K.
  • Point View Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q4 2014 and held it in 14 quarters.
  • Point View Wealth Management's Chicago Bridge & Iron Nv position peaked at $869K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Point View Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.