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Financial Gravity Companies’s Core Laboratories CLB Stock Holding History

Financial Gravity Companies’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
Q4 		$57K Buy
+844
New +$72.8K 0.05% 295
2018
Q1 		$68K Buy
563
+92
+20% +$10.2K 0.07% 245
2017
Q4 		$54K Buy
+471
New +$47K 0.06% 268

Other funds holding CLB

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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
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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Financial Gravity Companies's CLB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Core Laboratories (CLB) in Q4 2018: 844 shares worth $57K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CLB as recently as Q1 2018.

Financial Gravity Companies first reported a position in CLB in Q4 2017 and has held it in 3 quarters since. The position peaked at $68K in Q1 2018. 320 funds tracked by Wall St. Rank hold CLB as of Q4 2018.

  • Financial Gravity Companies held 844 shares of Core Laboratories worth $57K as of Q4 2018.
  • Core Laboratories was a new Financial Gravity Companies position in Q4 2018.
  • Core Laboratories made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #295 holding.
  • Financial Gravity Companies first reported a position in Core Laboratories in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Core Laboratories position peaked at $68K in Q1 2018.
  • 320 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.