WAS
CBI

Winch Advisory Services’s Chicago Bridge & Iron Nv CBI Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-162
Closed -$3K – 339
2017
Q2 		$3K Hold
162
– – ﹤0.01% 258
2017
Q1 		$5K Hold
162
– – ﹤0.01% 209
2016
Q4 		$5K Buy
+162
New +$5.07K ﹤0.01% 192
2016
Q1 		– Sell
-182
Closed -$7K – 290
2015
Q4 		$7K Hold
182
– – 0.01% 156
2015
Q3 		$7K Hold
182
– – 0.01% 142
2015
Q2 		$9K Buy
+182
New +$9.46K ﹤0.01% 185
2014
Q2 		– Sell
-7,239
Closed -$631K – 305
2014
Q1 		$631K Buy
+7,239
New +$588K 0.4% 55

Other funds holding CBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return