DWM
CLB icon

Doyle Wealth Management’s Core Laboratories CLB Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-18
Closed -$1K – 285
2018
Q4 		$1K Buy
+18
New +$1.55K ﹤0.01% 819

Other funds holding CLB

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Doyle Wealth Management's CLB Position: Q1 2019 in Review

Doyle Wealth Management sold out of Core Laboratories (CLB) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in CLB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 313 funds tracked by Wall St. Rank hold CLB as of Q1 2019.

  • Doyle Wealth Management reported no remaining Core Laboratories position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 18 Core Laboratories shares in Q1 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Core Laboratories in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Core Laboratories position peaked at $1K in Q4 2018.
  • 313 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.