VFA
CBI

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

Valeo 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
2017
Q4 		– Sell
-180
Closed -$3K – 1468
2017
Q3 		$3K Buy
+180
New +$2.76K ﹤0.01% 994

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FC
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State Street
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SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Valeo Financial Advisors's CBI Position: Q4 2017 in Review

Valeo Financial Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2017, closing a stake of 180 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CBI in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 269 funds tracked by Wall St. Rank hold CBI as of Q4 2017.

  • Valeo Financial Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q4 2017 after selling out during the quarter.
  • Valeo Financial Advisors sold 180 Chicago Bridge & Iron Nv shares in Q4 2017, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Chicago Bridge & Iron Nv in Q3 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Chicago Bridge & Iron Nv position peaked at $3K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2017.

Based on Valeo Financial Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.