RIA
CBI

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

Regal 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
Q4 		– Sell
-4,258
Closed -$168K – 1006
2015
Q3 		$168K Buy
4,258
+4,115
+2,878% +$190K 0.04% 263
2015
Q2 		$7K Buy
+143
New +$7.44K ﹤0.01% 713
2014
Q3 		– Sell
-200
Closed -$14K – 1000
2014
Q2 		$14K Sell
200
-248
-55% -$19.7K 0.01% 618
2014
Q1 		$39K Buy
448
+248
+124% +$20.1K 0.02% 387
2013
Q4 		$17K Buy
+200
New +$15.2K 0.01% 502
2013
Q3 		– Sell
-200
Closed -$12K – 967
2013
Q2 		$12K Buy
+200
New +$11.6K 0.01% 559

Other funds holding CBI

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's CBI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2015, closing a stake of 4,258 shares — an estimated $168K sold.

Regal Investment Advisors first reported a position in CBI in Q2 2013 and held it in 6 quarters. The position peaked at $168K in Q3 2015. 439 funds tracked by Wall St. Rank hold CBI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 4,258 Chicago Bridge & Iron Nv shares in Q4 2015, an estimated $168K.
  • Regal Investment Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Chicago Bridge & Iron Nv position peaked at $168K in Q3 2015.
  • 439 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.