TWM
CBI

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

Torch 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
2014
Q1 		– Sell
-6,950
Closed -$578K – 311
2013
Q4 		$578K Buy
+6,950
New +$527K 0.44% 60

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Torch Wealth Management's CBI Position: Q1 2014 in Review

Torch Wealth Management sold out of Chicago Bridge & Iron Nv (CBI) in Q1 2014, closing a stake of 6,950 shares — an estimated $578K sold.

Torch Wealth Management first reported a position in CBI in Q4 2013 and held it in 1 quarter. The position peaked at $578K in Q4 2013. 527 funds tracked by Wall St. Rank hold CBI as of Q1 2014.

  • Torch Wealth Management reported no remaining Chicago Bridge & Iron Nv position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 6,950 Chicago Bridge & Iron Nv shares in Q1 2014, an estimated $578K.
  • Torch Wealth Management first reported a position in Chicago Bridge & Iron Nv in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's Chicago Bridge & Iron Nv position peaked at $578K in Q4 2013.
  • 527 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.