Valley National Advisers’s Chicago Bridge & Iron Nv CBI Stock Holding History

Valley National Advisers’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	-400	Closed	-$6K	–	745
2018 Q1	$6K	Hold	400	–	–	﹤0.01%	465
2017 Q4	$6K	Hold	400	–	–	﹤0.01%	475
2017 Q3	$7K	Hold	400	–	–	﹤0.01%	455
2017 Q2	$8K	Hold	400	–	–	﹤0.01%	439
2017 Q1	$12K	Hold	400	–	–	﹤0.01%	389
2016 Q4	$13K	Hold	400	–	–	0.01%	383
2016 Q3	$11K	Hold	400	–	–	0.01%	383
2016 Q2	$14K	Hold	400	–	–	0.01%	351
2016 Q1	$15K	Hold	400	–	–	0.01%	339
2015 Q4	$16K	Hold	400	–	–	0.01%	332
2015 Q3	$16K	Hold	400	–	–	0.01%	325
2015 Q2	$20K	Hold	400	–	–	0.01%	309
2015 Q1	$20K	Buy	+400	New	+$16.8K	0.01%	308

Other funds holding CBI

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWA

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

Valley National Advisers's CBI Position: Q2 2018 in Review

Valley National Advisers sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 400 shares — an estimated $6K sold.

Valley National Advisers first reported a position in CBI in Q1 2015 and held it in 13 quarters. The position peaked at $20K in Q2 2015. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

Valley National Advisers reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
Valley National Advisers sold 400 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $6K.
Valley National Advisers first reported a position in Chicago Bridge & Iron Nv in Q1 2015 and held it in 13 quarters.
Valley National Advisers's Chicago Bridge & Iron Nv position peaked at $20K in Q2 2015.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Valley National Advisers's 13F filing for Q2 2018, filed 14 Aug 2018.