WCM
CBI

Wealthcare Capital Management’s Chicago Bridge & Iron Nv CBI Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-178
Closed -$9K – 983
2015
Q1 		$9K Buy
+178
New +$7.49K ﹤0.01% 515
2014
Q4 		– Sell
-203
Closed -$12K – 269
2014
Q3 		$12K Buy
+203
New +$12.8K ﹤0.01% 138

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Wealthcare Capital Management's CBI Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2015, closing a stake of 178 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in CBI in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q3 2014. 456 funds tracked by Wall St. Rank hold CBI as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Chicago Bridge & Iron Nv position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 178 Chicago Bridge & Iron Nv shares in Q2 2015, an estimated $9K.
  • Wealthcare Capital Management first reported a position in Chicago Bridge & Iron Nv in Q3 2014 and held it in 2 quarters.
  • Wealthcare Capital Management's Chicago Bridge & Iron Nv position peaked at $12K in Q3 2014.
  • 456 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.