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Measured Wealth Private Client Group’s Charles River Laboratories CRL Stock Holding History

Measured Wealth Private Client Group’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-170
Closed -$24K – 225
2018
Q3 		$24K Buy
+170
New +$21K 0.01% 496

Other funds holding CRL

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Measured Wealth Private Client Group's CRL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Charles River Laboratories (CRL) in Q4 2018, closing a stake of 170 shares — an estimated $24K sold.

Measured Wealth Private Client Group first reported a position in CRL in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 407 funds tracked by Wall St. Rank hold CRL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Charles River Laboratories position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 170 Charles River Laboratories shares in Q4 2018, an estimated $24K.
  • Measured Wealth Private Client Group first reported a position in Charles River Laboratories in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Charles River Laboratories position peaked at $24K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.