FANJ
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Financial Architects (New Jersey)’s Core Laboratories CLB Stock Holding History

Financial Architects (New Jersey)’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 		– Hold
0
– – – 1352
2018
Q1 		– Hold
0
– – – 1414
2017
Q4 		– Sell
-160
Closed -$16K – 1501
2017
Q3 		$16K Hold
160
– – ﹤0.01% 1011
2017
Q2 		$16K Sell
160
-72
-31% -$7.76K ﹤0.01% 1020
2017
Q1 		$27K Sell
232
-12
-5% -$1.4K ﹤0.01% 850
2016
Q4 		$29K Buy
244
+74
+44% +$8.19K 0.01% 730
2016
Q3 		$19K Buy
170
+16
+10% +$1.84K 0.01% 854
2016
Q2 		$19K Hold
154
– – 0.01% 798
2016
Q1 		$17K Buy
+154
New +$16K 0.01% 617
2015
Q3 		– Sell
-154
Closed -$18K – 336
2015
Q2 		$18K Hold
154
– – 0.01% 661
2015
Q1 		$16K Buy
+154
New +$16.4K 0.01% 614

Other funds holding CLB

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return