TWA
CBI

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

TCI 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
2017
Q1 		– Sell
-840
Closed -$27K – 1439
2016
Q4 		$27K Hold
840
– – 0.01% 436
2016
Q3 		$24K Hold
840
– – 0.01% 418
2016
Q2 		$29K Sell
840
-420
-33% -$15.5K 0.02% 372
2016
Q1 		$46K Sell
1,260
-1
-0.1% -$36 0.03% 312
2015
Q4 		$49K Hold
1,261
– – 0.03% 305
2015
Q3 		$50K Hold
1,261
– – 0.03% 289
2015
Q2 		$63K Buy
1,261
+1,260
+126,000% +$65.5K 0.04% 252
2015
Q1 		$0 Sell
1
-80
-99% -$3.36K ﹤0.01% 997
2014
Q4 		$3K Buy
81
+80
+8,000% +$3.94K ﹤0.01% 705
2014
Q3 		$0 Hold
1
– – ﹤0.01% 935
2014
Q2 		$0 Hold
1
– – ﹤0.01% 945
2014
Q1 		$1K Buy
+1
New +$81 ﹤0.01% 849
2013
Q4 		– Sell
-1
Closed – – 900
2013
Q3 		$0 Buy
+1
New +$62 ﹤0.01% 851

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

TCI Wealth Advisors's CBI Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2017, closing a stake of 840 shares — an estimated $27K sold.

TCI Wealth Advisors first reported a position in CBI in Q3 2013 and held it in 13 quarters. The position peaked at $63K in Q2 2015. 370 funds tracked by Wall St. Rank hold CBI as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 840 Chicago Bridge & Iron Nv shares in Q1 2017, an estimated $27K.
  • TCI Wealth Advisors first reported a position in Chicago Bridge & Iron Nv in Q3 2013 and held it in 13 quarters.
  • TCI Wealth Advisors's Chicago Bridge & Iron Nv position peaked at $63K in Q2 2015.
  • 370 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.