B. Riley Wealth Advisors’s Core Laboratories CLB Stock Holding History

B. Riley 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
2015 Q1	–	Sell	-439	Closed	-$53	–	806
2014 Q4	$53	Buy	+439	New	+$57.7K	﹤0.01%	2055
2014 Q3	–	Sell	-365	Closed	-$61K	–	852
2014 Q2	$61K	Buy	+365	New	+$64.9K	0.01%	936

Other funds holding CLB

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

B. Riley Wealth Advisors's CLB Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Core Laboratories (CLB) in Q1 2015, closing a stake of 439 shares — an estimated $53 sold.

B. Riley Wealth Advisors first reported a position in CLB in Q2 2014 and held it in 2 quarters. The position peaked at $61K in Q2 2014. 347 funds tracked by Wall St. Rank hold CLB as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Core Laboratories position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 439 Core Laboratories shares in Q1 2015, an estimated $53.
B. Riley Wealth Advisors first reported a position in Core Laboratories in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Core Laboratories position peaked at $61K in Q2 2014.
347 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.