YorkBridge Wealth Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History

YorkBridge Wealth Partners’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	-5	Closed	–	–	904
2018 Q1	$0	Hold	5	–	–	﹤0.01%	907
2017 Q4	$0	Hold	5	–	–	﹤0.01%	949
2017 Q3	$0	Hold	5	–	–	﹤0.01%	940
2017 Q2	$0	Sell	5 -400	-99%	-$9.28K	﹤0.01%	934
2017 Q1	$12K	Hold	405	–	–	0.01%	603
2016 Q4	$14K	Buy	+405	New	+$12.7K	0.01%	525

Other funds holding CBI

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

YorkBridge Wealth Partners's CBI Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Chicago Bridge & Iron Nv (CBI) in Q2 2018, closing a stake of 5 shares.

YorkBridge Wealth Partners first reported a position in CBI in Q4 2016 and held it in 6 quarters. The position peaked at $14K in Q4 2016. 3 funds tracked by Wall St. Rank hold CBI as of Q2 2018.

YorkBridge Wealth Partners reported no remaining Chicago Bridge & Iron Nv position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 5 Chicago Bridge & Iron Nv shares in Q2 2018.
YorkBridge Wealth Partners first reported a position in Chicago Bridge & Iron Nv in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's Chicago Bridge & Iron Nv position peaked at $14K in Q4 2016.
3 funds tracked by Wall St. Rank held Chicago Bridge & Iron Nv as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.