Ancora Family Wealth Advisors’s SLB Ltd SLB Stock Holding History

Ancora Family 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
2016 Q3	$2.73M	Sell	34,750 -2,764	-7%	-$219K	0.93%	27
2016 Q2	$2.97M	Sell	37,514 -10,048	-21%	-$770K	1.12%	23
2016 Q1	$3.51M	Buy	47,562 +1,932	+4%	+$136K	1.43%	17
2015 Q4	$3.18M	Buy	45,630 +805	+2%	+$60.3K	1.36%	17
2015 Q3	$3.09M	Buy	+44,825	New	+$3.55M	1.29%	14

Other funds holding SLB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's SLB Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its SLB Ltd (SLB) stake by 7.4% in Q3 2016, selling an estimated $219K and leaving 34,750 shares worth $2.73M. The position accounts for 0.93% of the portfolio, ranked #27.

Ancora Family Wealth Advisors first reported a position in SLB in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.51M in Q1 2016. 1,586 funds tracked by Wall St. Rank hold SLB as of Q3 2016.

Ancora Family Wealth Advisors held 34,750 shares of SLB Ltd worth $2.73M as of Q3 2016.
Ancora Family Wealth Advisors sold 2,764 SLB Ltd shares in Q3 2016, an estimated $219K.
SLB Ltd made up 0.93% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #27 holding.
Ancora Family Wealth Advisors first reported a position in SLB Ltd in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's SLB Ltd position peaked at $3.51M in Q1 2016.
1,586 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.