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Moneta Group Investment Advisors’s Core Laboratories CLB Stock Holding History

Moneta Group Investment 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
2018
Q1 		– Sell
-2,000
Closed -$240K – 620
2017
Q4 		$240K Buy
+2,000
New +$200K 0.04% 176

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Moneta Group Investment Advisors's CLB Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Core Laboratories (CLB) in Q1 2018, closing a stake of 2,000 shares — an estimated $240K sold.

Moneta Group Investment Advisors first reported a position in CLB in Q4 2017 and held it in 1 quarter. The position peaked at $240K in Q4 2017. 355 funds tracked by Wall St. Rank hold CLB as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Core Laboratories position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,000 Core Laboratories shares in Q1 2018, an estimated $240K.
  • Moneta Group Investment Advisors first reported a position in Core Laboratories in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Core Laboratories position peaked at $240K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held Core Laboratories as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.