WA
CBI

WealthTrust-Arizona’s Chicago Bridge & Iron Nv CBI Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-600
Closed -$35K – 693
2014
Q3 		$35K Buy
600
+100
+20% +$6.3K 0.04% 203
2014
Q2 		$34K Hold
500
– – 0.04% 215
2014
Q1 		$44K Hold
500
– – 0.05% 172
2013
Q4 		$42K Hold
500
– – 0.05% 165
2013
Q3 		$34K Hold
500
– – 0.04% 176
2013
Q2 		$30K Buy
+500
New +$29K 0.04% 180

Other funds holding CBI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return

WealthTrust-Arizona's CBI Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Chicago Bridge & Iron Nv (CBI) in Q4 2014, closing a stake of 600 shares — an estimated $35K sold.

WealthTrust-Arizona first reported a position in CBI in Q2 2013 and held it in 6 quarters. The position peaked at $44K in Q1 2014. 463 funds tracked by Wall St. Rank hold CBI as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Chicago Bridge & Iron Nv position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 600 Chicago Bridge & Iron Nv shares in Q4 2014, an estimated $35K.
  • WealthTrust-Arizona first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's Chicago Bridge & Iron Nv position peaked at $44K in Q1 2014.
  • 463 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.