Welch & Forbes’s Core Laboratories CLB Stock Holding History

Welch & Forbes’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	-1,807	Closed	-$210K	–	341
2018 Q3	$210K	Buy	+1,807	New	+$204K	0.01%	345

Other funds holding CLB

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Welch & Forbes's CLB Position: Q4 2018 in Review

Welch & Forbes sold out of Core Laboratories (CLB) in Q4 2018, closing a stake of 1,807 shares — an estimated $210K sold.

Welch & Forbes first reported a position in CLB in Q3 2018 and held it in 1 quarter. The position peaked at $210K in Q3 2018. 320 funds tracked by Wall St. Rank hold CLB as of Q4 2018.

Welch & Forbes reported no remaining Core Laboratories position as of Q4 2018 after selling out during the quarter.
Welch & Forbes sold 1,807 Core Laboratories shares in Q4 2018, an estimated $210K.
Welch & Forbes first reported a position in Core Laboratories in Q3 2018 and held it in 1 quarter.
Welch & Forbes's Core Laboratories position peaked at $210K in Q3 2018.
320 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2018.

Based on Welch & Forbes's 13F filing for Q4 2018, filed 5 Feb 2019.