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IBEX Wealth Advisors’s Core Laboratories CLB Stock Holding History

IBEX Wealth 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
-77
Closed -$9K – 124
2016
Q4 		$9K Buy
+77
New +$8.53K ﹤0.01% 295

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SGA
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Kayne Anderson Rudnick Investment Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
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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

IBEX Wealth Advisors's CLB Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Core Laboratories (CLB) in Q1 2017, closing a stake of 77 shares — an estimated $9K sold.

IBEX Wealth Advisors first reported a position in CLB in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 360 funds tracked by Wall St. Rank hold CLB as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Core Laboratories position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 77 Core Laboratories shares in Q1 2017, an estimated $9K.
  • IBEX Wealth Advisors first reported a position in Core Laboratories in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Core Laboratories position peaked at $9K in Q4 2016.
  • 360 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.