UCFA
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United Capital Financial Advisors’s Core Laboratories CLB Stock Holding History

United Capital Financial 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
Q3 		– Sell
-1,744
Closed -$220K – 1339
2018
Q2 		$220K Buy
+1,744
New +$212K ﹤0.01% 1199
2015
Q1 		– Sell
-1,852
Closed -$223K – 1239
2014
Q4 		$223K Sell
1,852
-38
-2% -$4.99K ﹤0.01% 1060
2014
Q3 		$277K Buy
+1,890
New +$292K ﹤0.01% 953
2014
Q2 		– Sell
-2,700
Closed -$536K – 810
2014
Q1 		$536K Buy
2,700
+1,370
+103% +$259K 0.01% 621
2013
Q4 		$254K Sell
1,330
-608
-31% -$113K 0.01% 563
2013
Q3 		$328K Buy
+1,938
New +$301K 0.01% 539

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return