WAM
CBI

Wealthspire Advisors (Maryland)’s Chicago Bridge & Iron Nv CBI Stock Holding History

Wealthspire Advisors (Maryland)’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
-88
Closed -$1K – 2696
2018
Q1 		$1K Sell
88
-80
-48% -$1.46K ﹤0.01% 2473
2017
Q4 		$3K Buy
168
+27
+19% +$440 ﹤0.01% 2071
2017
Q3 		$2K Buy
141
+37
+36% +$567 ﹤0.01% 2044
2017
Q2 		$2K Buy
104
+12
+13% +$278 ﹤0.01% 2045
2017
Q1 		$3K Buy
92
+12
+15% +$387 ﹤0.01% 1658
2016
Q4 		$3K Hold
80
– – ﹤0.01% 1518
2016
Q3 		$2K Hold
80
– – ﹤0.01% 1596
2016
Q2 		$3K Hold
80
– – ﹤0.01% 1470
2016
Q1 		$3K Sell
80
-360
-82% -$12.9K ﹤0.01% 1490
2015
Q4 		$17K Buy
+440
New +$18.3K ﹤0.01% 1030

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 25.16% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBI Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 88 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CBI in Q4 2015 and held it in 10 quarters. The position peaked at $17K in Q4 2015. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 88 Chicago Bridge & Iron Nv shares in Q2 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Chicago Bridge & Iron Nv in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Chicago Bridge & Iron Nv position peaked at $17K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.