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Liberty Wealth Management’s Core Laboratories CLB Stock Holding History

Liberty 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
2019
Q2 		– Sell
-37
Closed -$2K – 902
2019
Q1 		$2K Buy
37
+10
+37% +$670 ﹤0.01% 624
2018
Q4 		$1K Buy
+27
New +$2.33K ﹤0.01% 701

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BlackRock
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EARNEST Partners
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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

Liberty Wealth Management's CLB Position: Q2 2019 in Review

Liberty Wealth Management sold out of Core Laboratories (CLB) in Q2 2019, closing a stake of 37 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in CLB in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 304 funds tracked by Wall St. Rank hold CLB as of Q2 2019.

  • Liberty Wealth Management reported no remaining Core Laboratories position as of Q2 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 37 Core Laboratories shares in Q2 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in Core Laboratories in Q4 2018 and held it in 2 quarters.
  • Liberty Wealth Management's Core Laboratories position peaked at $2K in Q1 2019.
  • 304 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2019.

Based on Liberty Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.