ZAM
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Zevin Asset Management’s Core Laboratories CLB Stock Holding History

Zevin Asset Management’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
2015
Q3 		– Sell
-1,900
Closed -$217K – 136
2015
Q2 		$217K Sell
1,900
-175
-8% -$21.2K 0.06% 130
2015
Q1 		$217K Hold
2,075
– – 0.06% 129
2014
Q4 		$250K Hold
2,075
– – 0.07% 125
2014
Q3 		$304K Hold
2,075
– – 0.09% 104
2014
Q2 		$347K Hold
2,075
– – 0.1% 101
2014
Q1 		$412K Hold
2,075
– – 0.13% 83
2013
Q4 		$396K Hold
2,075
– – 0.11% 86
2013
Q3 		$351K Hold
2,075
– – 0.11% 87
2013
Q2 		$315K Buy
+2,075
New +$294K 0.11% 87

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