Regal Investment Advisors’s Core Laboratories CLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-1,950
Closed -$211K 265
2018
Q1
$211K Buy
1,950
+77
+4% +$8.52K 0.05% 289
2017
Q4
$205K Buy
+1,873
New +$187K 0.05% 275
2015
Q4
Sell
-509
Closed -$50K 367
2015
Q3
$50K Sell
509
-1,951
-79% -$212K 0.01% 428
2015
Q2
$280K Sell
2,460
-84
-3% -$10.2K 0.08% 196
2015
Q1
$266K Buy
2,544
+1,033
+68% +$110K 0.07% 215
2014
Q4
$182K Buy
1,511
+497
+49% +$65.3K 0.05% 241
2014
Q3
$148K Buy
1,014
+693
+216% +$107K 0.04% 255
2014
Q2
$54K Buy
+321
New +$57.1K 0.02% 371
2014
Q1
Sell
-270
Closed -$52K 890
2013
Q4
$52K Buy
+270
New +$50.2K 0.03% 284

Other funds holding CLB

Regal Investment Advisors's CLB Position: Q2 2018 in Review

Regal Investment Advisors sold out of Core Laboratories (CLB) in Q2 2018, closing a stake of 1,950 shares — an estimated $211K sold.

Regal Investment Advisors first reported a position in CLB in Q4 2013 and held it in 9 quarters. The position peaked at $280K in Q2 2015. 374 funds tracked by Wall St. Rank hold CLB as of Q2 2018.

  • Regal Investment Advisors reported no remaining Core Laboratories position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 1,950 Core Laboratories shares in Q2 2018, an estimated $211K.
  • Regal Investment Advisors first reported a position in Core Laboratories in Q4 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Core Laboratories position peaked at $280K in Q2 2015.
  • 374 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.