JIC
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Joel Isaacson & Co’s Core Laboratories CLB Stock Holding History

Joel Isaacson & Co’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
-1,200
Closed -$144K – 241
2016
Q4 		$144K Hold
1,200
– – 0.03% 181
2016
Q3 		$135K Hold
1,200
– – 0.03% 200
2016
Q2 		$149K Hold
1,200
– – 0.03% 195
2016
Q1 		$135K Hold
1,200
– – 0.03% 210
2015
Q4 		$130K Hold
1,200
– – 0.03% 199
2015
Q3 		$120K Hold
1,200
– – 0.03% 203
2015
Q2 		$137K Hold
1,200
– – 0.04% 215
2015
Q1 		$125K Hold
1,200
– – 0.03% 224
2014
Q4 		$144K Hold
1,200
– – 0.04% 192
2014
Q3 		$176K Hold
1,200
– – 0.05% 139
2014
Q2 		$200K Hold
1,200
– – 0.06% 125
2014
Q1 		$238K Hold
1,200
– – 0.08% 104
2013
Q4 		$229K Hold
1,200
– – 0.08% 97
2013
Q3 		$203K Buy
+1,200
New +$186K 0.08% 102

Other funds holding CLB

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return