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WFG Advisors’s Core Laboratories CLB Stock Holding History

WFG 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
2017
Q2 		$152K Hold
1,500
– – 0.03% 427
2017
Q1 		$173K Buy
1,500
+900
+150% +$105K 0.05% 362
2016
Q4 		$72K Sell
600
-100
-14% -$11.1K 0.02% 622
2016
Q3 		$79K Buy
+700
New +$80.6K 0.02% 584
2016
Q2 		– Sell
-400
Closed -$45K – 1580
2016
Q1 		$45K Sell
400
-600
-60% -$62.3K 0.01% 688
2015
Q4 		$109K Hold
1,000
– – 0.03% 445
2015
Q3 		$100K Buy
1,000
+200
+25% +$21.8K 0.03% 472
2015
Q2 		$91K Hold
800
– – 0.03% 560
2015
Q1 		$84K Buy
+800
New +$85.2K 0.02% 583
2014
Q4 		– Sell
-95
Closed -$14K – 2092
2014
Q3 		$14K Hold
95
– – ﹤0.01% 1383
2014
Q2 		$16K Buy
95
+45
+90% +$8.01K ﹤0.01% 1342
2014
Q1 		$10K Buy
50
+33
+194% +$6.23K ﹤0.01% 1457
2013
Q4 		$3K Hold
17
– – ﹤0.01% 1863
2013
Q3 		$3K Buy
+17
New +$2.64K ﹤0.01% 1830

Other funds holding CLB

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return