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Acorn Wealth Advisors’s Core Laboratories CLB Stock Holding History

Acorn Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8
Closed -$1K – 567
2018
Q1 		$1K Sell
8
-14
-64% -$1.55K ﹤0.01% 773
2017
Q4 		$3K Buy
+22
New +$2.2K ﹤0.01% 647

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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acorn Wealth Advisors's CLB Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Core Laboratories (CLB) in Q2 2018, closing a stake of 8 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in CLB in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 374 funds tracked by Wall St. Rank hold CLB as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Core Laboratories position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 8 Core Laboratories shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Core Laboratories in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Core Laboratories position peaked at $3K in Q4 2017.
  • 374 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2018.

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