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First Personal Financial Services’s Core Laboratories CLB Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-196
Closed -$20K – 836
2017
Q2 		$20K Sell
196
-70
-26% -$7.55K ﹤0.01% 581
2017
Q1 		$31K Sell
266
-46
-15% -$5.35K 0.01% 485
2016
Q4 		$37K Hold
312
– – 0.01% 430
2016
Q3 		$35K Hold
312
– – 0.01% 338
2016
Q2 		$39K Buy
+312
New +$37.7K 0.01% 311

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return

First Personal Financial Services's CLB Position: Q3 2017 in Review

First Personal Financial Services sold out of Core Laboratories (CLB) in Q3 2017, closing a stake of 196 shares — an estimated $20K sold.

First Personal Financial Services first reported a position in CLB in Q2 2016 and held it in 5 quarters. The position peaked at $39K in Q2 2016. 345 funds tracked by Wall St. Rank hold CLB as of Q3 2017.

  • First Personal Financial Services reported no remaining Core Laboratories position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 196 Core Laboratories shares in Q3 2017, an estimated $20K.
  • First Personal Financial Services first reported a position in Core Laboratories in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services's Core Laboratories position peaked at $39K in Q2 2016.
  • 345 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.