WA
CBI

WFG Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History

WFG Advisors’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
Q3 		– Sell
-528
Closed -$26K – 1770
2015
Q2 		$26K Hold
528
– – 0.01% 910
2015
Q1 		$26K Sell
528
-3
-0.6% -$126 0.01% 919
2014
Q4 		$22K Sell
531
-2,382
-82% -$117K ﹤0.01% 1194
2014
Q3 		$169K Buy
2,913
+398
+16% +$25.1K 0.03% 492
2014
Q2 		$172K Buy
2,515
+230
+10% +$18.3K 0.03% 485
2014
Q1 		$199K Buy
2,285
+78
+4% +$6.34K 0.04% 434
2013
Q4 		$183K Hold
2,207
– – 0.03% 544
2013
Q3 		$150K Buy
2,207
+503
+30% +$31K 0.02% 574
2013
Q2 		$102K Buy
+1,704
New +$99K 0.02% 661

Other funds holding CBI

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

WFG Advisors's CBI Position: Q3 2015 in Review

WFG Advisors sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2015, closing a stake of 528 shares — an estimated $26K sold.

WFG Advisors first reported a position in CBI in Q2 2013 and held it in 9 quarters. The position peaked at $199K in Q1 2014. 441 funds tracked by Wall St. Rank hold CBI as of Q3 2015.

  • WFG Advisors reported no remaining Chicago Bridge & Iron Nv position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 528 Chicago Bridge & Iron Nv shares in Q3 2015, an estimated $26K.
  • WFG Advisors first reported a position in Chicago Bridge & Iron Nv in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Chicago Bridge & Iron Nv position peaked at $199K in Q1 2014.
  • 441 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.