UCFA
CBI

United Capital Financial Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

United Capital Financial 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
2018
Q2 		– Sell
-130,176
Closed -$1.88M – 1383
2018
Q1 		$1.88M Sell
130,176
-38,400
-23% -$702K 0.01% 607
2017
Q4 		$2.72M Sell
168,576
-32,634
-16% -$532K 0.02% 518
2017
Q3 		$3.38M Buy
201,210
+168,744
+520% +$2.58M 0.03% 456
2017
Q2 		$641K Sell
32,466
-3,338
-9% -$77.4K 0.01% 872
2017
Q1 		$1.1M Sell
35,804
-1,506
-4% -$48.6K 0.01% 717
2016
Q4 		$1.19M Sell
37,310
-1,813
-5% -$56.7K 0.01% 700
2016
Q3 		$1.1M Sell
39,123
-17,421
-31% -$565K 0.01% 750
2016
Q2 		$1.98M Sell
56,544
-9,275
-14% -$342K 0.02% 550
2016
Q1 		$2.41M Sell
65,819
-4,049
-6% -$145K 0.03% 490
2015
Q4 		$2.72M Sell
69,868
-10,244
-13% -$426K 0.03% 482
2015
Q3 		$3.18M Buy
80,112
+70
+0.1% +$3.24K 0.04% 421
2015
Q2 		$4M Buy
80,042
+2,615
+3% +$136K 0.05% 399
2015
Q1 		$3.69M Buy
77,427
+4,812
+7% +$202K 0.05% 406
2014
Q4 		$3.05M Buy
72,615
+9,671
+15% +$477K 0.05% 369
2014
Q3 		$3.64M Sell
62,944
-15,154
-19% -$955K 0.06% 307
2014
Q2 		$5.33M Buy
78,098
+25,610
+49% +$2.04M 0.1% 226
2014
Q1 		$4.57M Buy
52,488
+23,623
+82% +$1.92M 0.1% 219
2013
Q4 		$2.4M Buy
28,865
+14,397
+100% +$1.09M 0.08% 220
2013
Q3 		$980K Sell
14,468
-29,670
-67% -$1.83M 0.03% 348
2013
Q2 		$2.63M Buy
+44,138
New +$2.56M 0.07% 272

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 27.61% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

United Capital Financial Advisors's CBI Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 130,176 shares — an estimated $1.88M sold.

United Capital Financial Advisors first reported a position in CBI in Q2 2013 and held it in 20 quarters. The position peaked at $5.33M in Q2 2014. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • United Capital Financial Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 130,176 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $1.88M.
  • United Capital Financial Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 20 quarters.
  • United Capital Financial Advisors's Chicago Bridge & Iron Nv position peaked at $5.33M in Q2 2014.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.