CIA
CLB icon

Cascade Investment Advisors’s Core Laboratories CLB Stock Holding History

Cascade Investment 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
2017
Q1 		– Sell
-20
Closed -$2.4K – 170
2016
Q4 		$2.4K Buy
+20
New +$2.21K ﹤0.01% 191
2016
Q2 		$2.48K Buy
+20
New +$2.41K ﹤0.01% 167

Other funds holding CLB

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cascade Investment Advisors's CLB Position: Q1 2017 in Review

Cascade Investment Advisors sold out of Core Laboratories (CLB) in Q1 2017, closing a stake of 20 shares — an estimated $2.4K sold.

Cascade Investment Advisors first reported a position in CLB in Q2 2016 and held it in 2 quarters. The position peaked at $2.48K in Q2 2016. 360 funds tracked by Wall St. Rank hold CLB as of Q1 2017.

  • Cascade Investment Advisors reported no remaining Core Laboratories position as of Q1 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 20 Core Laboratories shares in Q1 2017, an estimated $2.4K.
  • Cascade Investment Advisors first reported a position in Core Laboratories in Q2 2016 and held it in 2 quarters.
  • Cascade Investment Advisors's Core Laboratories position peaked at $2.48K in Q2 2016.
  • 360 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2017.

Based on Cascade Investment Advisors's 13F filing for Q1 2017, filed 1 May 2017.