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 $6.73T AUM 46.02% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Winch Advisory Services's CBI Position: Q3 2017 in Review

Winch Advisory Services sold out of Chicago Bridge & Iron Nv (CBI) in Q3 2017, closing a stake of 162 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in CBI in Q1 2014 and held it in 7 quarters. The position peaked at $631K in Q1 2014. 277 funds tracked by Wall St. Rank hold CBI as of Q3 2017.

  • Winch Advisory Services reported no remaining Chicago Bridge & Iron Nv position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 162 Chicago Bridge & Iron Nv shares in Q3 2017, an estimated $3K.
  • Winch Advisory Services first reported a position in Chicago Bridge & Iron Nv in Q1 2014 and held it in 7 quarters.
  • Winch Advisory Services's Chicago Bridge & Iron Nv position peaked at $631K in Q1 2014.
  • 277 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.