Smith Salley Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History

Smith Salley 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
2015 Q1	–	Sell	-48,195	Closed	-$2.02M	–	177
2014 Q4	$2.02M	Sell	48,195 -15,552	-24%	-$767K	0.53%	60
2014 Q3	$3.69M	Buy	63,747 +60,367	+1,786%	+$3.81M	0.98%	36
2014 Q2	$231K	Buy	3,380 +119	+4%	+$9.46K	0.06%	168
2014 Q1	$284K	Hold	3,261	–	–	0.18%	92
2013 Q4	$271K	Buy	3,261 +1	+0%	+$76	0.18%	86
2013 Q3	$221K	Sell	3,260 -2,570	-44%	-$159K	0.18%	79
2013 Q2	$348K	Buy	+5,830	New	+$339K	0.28%	63

Other funds holding CBI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

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

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

HAM

HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Smith Salley Wealth Management's CBI Position: Q1 2015 in Review

Smith Salley Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2015, closing a stake of 48,195 shares — an estimated $2.02M sold.

Smith Salley Wealth Management first reported a position in CBI in Q2 2013 and held it in 7 quarters. The position peaked at $3.69M in Q3 2014. 445 funds tracked by Wall St. Rank hold CBI as of Q1 2015.

Smith Salley Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q1 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 48,195 Chicago Bridge & Iron Nv shares in Q1 2015, an estimated $2.02M.
Smith Salley Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 7 quarters.
Smith Salley Wealth Management's Chicago Bridge & Iron Nv position peaked at $3.69M in Q3 2014.
445 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2015.

Based on Smith Salley Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.