Lenox Wealth Advisors’s Core Laboratories CLB Stock Holding History

Lenox 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
2019 Q2	–	Sell	-15	Closed	-$1K	–	439
2019 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	575
2018 Q3	–	Sell	-32	Closed	-$4K	–	431
2018 Q2	$4K	Buy	+32	New	+$3.9K	﹤0.01%	468

Other funds holding CLB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lenox Wealth Advisors's CLB Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Core Laboratories (CLB) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CLB in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 304 funds tracked by Wall St. Rank hold CLB as of Q2 2019.

Lenox Wealth Advisors reported no remaining Core Laboratories position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 15 Core Laboratories shares in Q2 2019, an estimated $1K.
Lenox Wealth Advisors first reported a position in Core Laboratories in Q2 2018 and held it in 2 quarters.
Lenox Wealth Advisors's Core Laboratories position peaked at $4K in Q2 2018.
304 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.