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IHT Wealth Management’s Core Laboratories CLB Stock Holding History

IHT 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
2017
Q3 		– Sell
-182
Closed -$5K – 1450
2017
Q2 		$5K Hold
182
– – ﹤0.01% 1095
2017
Q1 		$21K Hold
182
– – 0.01% 645
2016
Q4 		$22K Buy
+182
New +$20.2K 0.02% 603

Other funds holding CLB

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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

IHT Wealth Management's CLB Position: Q3 2017 in Review

IHT Wealth Management sold out of Core Laboratories (CLB) in Q3 2017, closing a stake of 182 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in CLB in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q4 2016. 345 funds tracked by Wall St. Rank hold CLB as of Q3 2017.

  • IHT Wealth Management reported no remaining Core Laboratories position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 182 Core Laboratories shares in Q3 2017, an estimated $5K.
  • IHT Wealth Management first reported a position in Core Laboratories in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Core Laboratories position peaked at $22K in Q4 2016.
  • 345 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.