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Legacy Financial Advisors’s Core Laboratories CLB Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-154
Closed -$11K – 265
2019
Q1 		$11K Buy
154
+84
+120% +$5.63K ﹤0.01% 591
2018
Q4 		$4K Sell
70
-54
-44% -$4.66K ﹤0.01% 766
2018
Q3 		$14K Hold
124
– – 0.01% 436
2018
Q2 		$15K Hold
124
– – 0.01% 424
2018
Q1 		$14K Buy
124
+24
+24% +$2.66K 0.01% 411
2017
Q4 		$10K Buy
+100
New +$9.98K ﹤0.01% 470

Other funds holding CLB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legacy Financial Advisors's CLB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Core Laboratories (CLB) in Q2 2019, closing a stake of 154 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in CLB in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q2 2018. 304 funds tracked by Wall St. Rank hold CLB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Core Laboratories position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 154 Core Laboratories shares in Q2 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in Core Laboratories in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Core Laboratories position peaked at $15K in Q2 2018.
  • 304 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.