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Optimum Investment Advisors’s Core Laboratories CLB Stock Holding History

Optimum 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
2019
Q2 		– Sell
-32
Closed -$2K – 946
2019
Q1 		$2K Hold
32
– – ﹤0.01% 942
2018
Q4 		$2K Hold
32
– – ﹤0.01% 901
2018
Q3 		$4K Hold
32
– – ﹤0.01% 926
2018
Q2 		$4K Hold
32
– – ﹤0.01% 942
2018
Q1 		$3K Buy
+32
New +$3.54K ﹤0.01% 935

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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

Optimum Investment Advisors's CLB Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Core Laboratories (CLB) in Q2 2019, closing a stake of 32 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in CLB in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 304 funds tracked by Wall St. Rank hold CLB as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Core Laboratories position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 32 Core Laboratories shares in Q2 2019, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Core Laboratories in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Core Laboratories position peaked at $4K in Q3 2018.
  • 304 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.