BWA
CLB icon

BDO Wealth Advisors’s Core Laboratories CLB Stock Holding History

BDO 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
Q3 		– Sell
-100
Closed -$13K – 619
2018
Q2 		$13K Buy
+100
New +$12.2K ﹤0.01% 430

Other funds holding CLB

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
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
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's CLB Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Core Laboratories (CLB) in Q3 2018, closing a stake of 100 shares — an estimated $13K sold.

BDO Wealth Advisors first reported a position in CLB in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 359 funds tracked by Wall St. Rank hold CLB as of Q3 2018.

  • BDO Wealth Advisors reported no remaining Core Laboratories position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Core Laboratories shares in Q3 2018, an estimated $13K.
  • BDO Wealth Advisors first reported a position in Core Laboratories in Q2 2018 and held it in 1 quarter.
  • BDO Wealth Advisors's Core Laboratories position peaked at $13K in Q2 2018.
  • 359 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.