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Acorn Wealth Advisors’s SLB Ltd SLB Stock Holding History

Acorn Wealth Advisors’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-231
Closed -$15K – 388
2018
Q2 		$15K Hold
231
– – 0.01% 439
2018
Q1 		$16K Sell
231
-100
-30% -$6.98K 0.01% 428
2017
Q4 		$24K Buy
+331
New +$21.4K 0.02% 354

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Acorn Wealth Advisors's SLB Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of SLB Ltd (SLB) in Q3 2018, closing a stake of 231 shares — an estimated $15K sold.

Acorn Wealth Advisors first reported a position in SLB in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 1,600 funds tracked by Wall St. Rank hold SLB as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining SLB Ltd position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 231 SLB Ltd shares in Q3 2018, an estimated $15K.
  • Acorn Wealth Advisors first reported a position in SLB Ltd in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's SLB Ltd position peaked at $24K in Q4 2017.
  • 1,600 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.