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SVB Wealth’s Core Laboratories CLB Stock Holding History

SVB Wealth’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
-2,929
Closed -$202K – 526
2019
Q1 		$202K Buy
+2,929
New +$196K 0.01% 381
2018
Q4 		– Sell
-3,632
Closed -$421K – 409
2018
Q3 		$421K Sell
3,632
-445
-11% -$50.2K 0.01% 352
2018
Q2 		$515K Sell
4,077
-64
-2% -$7.79K 0.02% 326
2018
Q1 		$448K Buy
4,141
+506
+14% +$56K 0.02% 350
2017
Q4 		$398K Buy
3,635
+106
+3% +$10.6K 0.02% 368
2017
Q3 		$348K Buy
+3,529
New +$342K 0.01% 383

Other funds holding CLB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return