SWP
CBI

Stratos Wealth Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History

Stratos Wealth Partners’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
-7,756
Closed -$112K – 3100
2018
Q1 		$112K Sell
7,756
-300
-4% -$5.49K ﹤0.01% 1136
2017
Q4 		$130K Sell
8,056
-2,447
-23% -$39.9K 0.01% 1049
2017
Q3 		$176K Buy
+10,503
New +$161K 0.01% 869
2017
Q2 		– Sell
-9,476
Closed -$291K – 875
2017
Q1 		$291K Buy
9,476
+2,003
+27% +$64.6K 0.02% 590
2016
Q4 		$237K Buy
+7,473
New +$234K 0.01% 592
2016
Q3 		– Sell
-5,954
Closed -$206K – 727
2016
Q2 		$206K Buy
+5,954
New +$220K 0.02% 563
2015
Q3 		– Sell
-4,480
Closed -$224K – 626
2015
Q2 		$224K Sell
4,480
-301
-6% -$15.7K 0.03% 440
2015
Q1 		$236K Buy
+4,781
New +$201K 0.03% 494
2014
Q4 		– Sell
-4,245
Closed -$246K – 536
2014
Q3 		$246K Buy
4,245
+131
+3% +$8.26K 0.06% 252
2014
Q2 		$281K Buy
+4,114
New +$327K 0.09% 237

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

Stratos Wealth Partners's CBI Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 7,756 shares — an estimated $112K sold.

Stratos Wealth Partners first reported a position in CBI in Q2 2014 and held it in 10 quarters. The position peaked at $291K in Q1 2017. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,756 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $112K.
  • Stratos Wealth Partners first reported a position in Chicago Bridge & Iron Nv in Q2 2014 and held it in 10 quarters.
  • Stratos Wealth Partners's Chicago Bridge & Iron Nv position peaked at $291K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.