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SSWM
CBI
Sheets Smith Wealth Management’s
Chicago Bridge & Iron Nv
CBI
Stock Holding History
Sheets Smith 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
2017
Q2
–
Sell
-118,697
Closed
-$3.65M
–
325
2017
Q1
$3.65M
Buy
118,697
+63,500
+115%
+$2.05M
0.97%
20
2016
Q4
$1.75M
Sell
55,197
-6,470
-10%
-$202K
0.49%
59
2016
Q3
$1.73M
Buy
61,667
+900
+1%
+$29.2K
0.49%
59
2016
Q2
$2.1M
Buy
60,767
+1,067
+2%
+$39.4K
0.61%
47
2016
Q1
$2.18M
Sell
59,700
-230
-0.4%
-$8.23K
0.67%
40
2015
Q4
$2.34M
Buy
59,930
+4,495
+8%
+$187K
0.71%
38
2015
Q3
$2.2M
Buy
55,435
+6,520
+13%
+$302K
0.74%
40
2015
Q2
$2.45M
Buy
48,915
+700
+1%
+$36.4K
0.67%
38
2015
Q1
$2.38M
Sell
48,215
-15,335
-24%
-$645K
0.66%
40
2014
Q4
$2.67M
Buy
63,550
+800
+1%
+$39.4K
0.7%
43
2014
Q3
$3.63M
Sell
62,750
-191
-0.3%
-$12K
0.99%
26
2014
Q2
$4.29M
Sell
62,941
-12,829
-17%
-$1.02M
1.15%
19
2014
Q1
$6.6M
Sell
75,770
-3,969
-5%
-$322K
1.85%
7
2013
Q4
$6.63M
Buy
79,739
+955
+1%
+$72.4K
1.83%
9
2013
Q3
$5.34M
Buy
78,784
+936
+1%
+$57.8K
1.74%
7
2013
Q2
$4.64M
Buy
+77,848
New
+$4.52M
1.58%
10
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
FC
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Chicago, Illinois
$66.3M AUM
101.32%
1-Year Est. Return
BMO
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New York
$4.85B AUM
9.66%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BGIM
Brandywine Global Investment Management
Philadelphia, Pennsylvania
$14.9B AUM
20.41%
1-Year Est. Return
TC
Towle & Co
Denver, Colorado
$257M AUM
73.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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