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YorkBridge Wealth Partners’s Core Laboratories CLB Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-891
Closed -$92K – 883
2017
Q2 		$92K Buy
891
+94
+12% +$10.1K 0.05% 288
2017
Q1 		$89K Buy
797
+162
+26% +$18.8K 0.05% 289
2016
Q4 		$69K Buy
+635
New +$70.3K 0.04% 303

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YorkBridge Wealth Partners's CLB Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Core Laboratories (CLB) in Q3 2017, closing a stake of 891 shares — an estimated $92K sold.

YorkBridge Wealth Partners first reported a position in CLB in Q4 2016 and held it in 3 quarters. The position peaked at $92K in Q2 2017. 345 funds tracked by Wall St. Rank hold CLB as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Core Laboratories position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 891 Core Laboratories shares in Q3 2017, an estimated $92K.
  • YorkBridge Wealth Partners first reported a position in Core Laboratories in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Core Laboratories position peaked at $92K in Q2 2017.
  • 345 funds tracked by Wall St. Rank held Core Laboratories as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.