WP
CBI

WealthPLAN Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1,936
Closed -$58.7K – 481
2017
Q1 		$58.7K Buy
+1,936
New +$62.5K 0.2% 96
2016
Q3 		$221K Sell
8,036
-10,767
-57% -$349K 0.07% 137
2016
Q2 		$336K Buy
+18,803
New +$694K 0.04% 270
2015
Q4 		$1.19M Buy
+93,423
New +$3.88M 0.19% 84
2015
Q2 		$980K Buy
19,582
+11,045
+129% +$574K 0.43% 33
2015
Q1 		$419K Buy
+8,537
New +$359K 0.2% 78

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

WealthPLAN Partners's CBI Position: Q2 2017 in Review

WealthPLAN Partners sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2017, closing a stake of 1,936 shares — an estimated $58.7K sold.

WealthPLAN Partners first reported a position in CBI in Q1 2015 and held it in 6 quarters. The position peaked at $1.19M in Q4 2015. 314 funds tracked by Wall St. Rank hold CBI as of Q2 2017.

  • WealthPLAN Partners reported no remaining Chicago Bridge & Iron Nv position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,936 Chicago Bridge & Iron Nv shares in Q2 2017, an estimated $58.7K.
  • WealthPLAN Partners first reported a position in Chicago Bridge & Iron Nv in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Chicago Bridge & Iron Nv position peaked at $1.19M in Q4 2015.
  • 314 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.