UAS
CBI

United Asset Strategies’s Chicago Bridge & Iron Nv CBI Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-13,914
Closed -$949K – 144
2014
Q2 		$949K Buy
+13,914
New +$1.11M 0.46% 65
2013
Q4 		– Sell
-5,650
Closed -$383K – 103
2013
Q3 		$383K Buy
+5,650
New +$349K 0.24% 72

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

United Asset Strategies's CBI Position: Q3 2014 in Review

United Asset Strategies sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2014, closing a stake of 13,914 shares — an estimated $949K sold.

United Asset Strategies first reported a position in CBI in Q3 2013 and held it in 2 quarters. The position peaked at $949K in Q2 2014. 493 funds tracked by Wall St. Rank hold CBI as of Q3 2014.

  • United Asset Strategies reported no remaining Chicago Bridge & Iron Nv position as of Q3 2014 after selling out during the quarter.
  • United Asset Strategies sold 13,914 Chicago Bridge & Iron Nv shares in Q3 2014, an estimated $949K.
  • United Asset Strategies first reported a position in Chicago Bridge & Iron Nv in Q3 2013 and held it in 2 quarters.
  • United Asset Strategies's Chicago Bridge & Iron Nv position peaked at $949K in Q2 2014.
  • 493 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2014.

Based on United Asset Strategies's 13F filing for Q3 2014, filed 3 Nov 2014.