Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAM
Wealthspire Advisors (Maryland)’s
Core Laboratories
CLB
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
CLB Stock Details
CLB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-81
Closed
-$6K
–
758
2019
Q1
$6K
Buy
81
+58
+252%
+$3.89K
﹤0.01%
1725
2018
Q4
$1K
Sell
23
-118
-84%
-$10.2K
﹤0.01%
2240
2018
Q3
$16K
Sell
141
-272
-66%
-$30.7K
﹤0.01%
1384
2018
Q2
$52K
Sell
413
-132
-24%
-$16.1K
﹤0.01%
959
2018
Q1
$59K
Sell
545
-2
-0.4%
-$221
0.01%
915
2017
Q4
$60K
Buy
547
+57
+12%
+$5.69K
0.01%
926
2017
Q3
$48K
Sell
490
-52
-10%
-$5.04K
0.01%
991
2017
Q2
$55K
Buy
542
+359
+196%
+$38.7K
0.01%
916
2017
Q1
$21K
Sell
183
-14
-7%
-$1.63K
﹤0.01%
1064
2016
Q4
$24K
Buy
197
+66
+50%
+$7.31K
﹤0.01%
962
2016
Q3
$15K
Buy
131
+20
+18%
+$2.3K
﹤0.01%
1132
2016
Q2
$14K
Sell
111
-143
-56%
-$17.3K
﹤0.01%
1109
2016
Q1
$29K
Hold
254
–
–
0.01%
844
2015
Q4
$28K
Buy
+254
New
+$29.1K
0.01%
866
Other funds holding CLB
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close