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TRUE Private Wealth Advisors’s Core Laboratories CLB Stock Holding History

TRUE Private Wealth 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
Q4 		– Sell
-41
Closed -$4.75K – 355
2018
Q3 		$4.75K Buy
+41
New +$4.63K ﹤0.01% 895

Other funds holding CLB

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TRUE Private Wealth Advisors's CLB Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Core Laboratories (CLB) in Q4 2018, closing a stake of 41 shares — an estimated $4.75K sold.

TRUE Private Wealth Advisors first reported a position in CLB in Q3 2018 and held it in 1 quarter. The position peaked at $4.75K in Q3 2018. 320 funds tracked by Wall St. Rank hold CLB as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Core Laboratories position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 41 Core Laboratories shares in Q4 2018, an estimated $4.75K.
  • TRUE Private Wealth Advisors first reported a position in Core Laboratories in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Core Laboratories position peaked at $4.75K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.