Ropes Wealth Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

Ropes Wealth 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
2018 Q2	–	Sell	-150	Closed	-$2K	–	615
2018 Q1	$2K	Hold	150	–	–	﹤0.01%	557
2017 Q4	$2K	Hold	150	–	–	﹤0.01%	749
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	664
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	495
2017 Q1	$5K	Sell	150 -546	-78%	-$17.6K	﹤0.01%	473
2016 Q4	$22K	Hold	696	–	–	0.01%	397
2016 Q3	$20K	Buy	696 +546	+364%	+$17.7K	0.01%	365
2016 Q2	$5K	Hold	150	–	–	﹤0.01%	399
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	362
2015 Q4	$6K	Hold	150	–	–	﹤0.01%	360
2015 Q3	$6K	Hold	150	–	–	﹤0.01%	361
2015 Q2	$8K	Hold	150	–	–	﹤0.01%	265
2015 Q1	$7K	Buy	+150	New	+$6.31K	﹤0.01%	272

Other funds holding CBI

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

Ropes Wealth Advisors's CBI Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 150 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in CBI in Q1 2015 and held it in 13 quarters. The position peaked at $22K in Q4 2016. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Ropes Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 150 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $2K.
Ropes Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q1 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $22K in Q4 2016.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.