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Regal Investment Advisors’s Core Laboratories CLB Stock Holding History

Regal 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
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

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return