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Aris Wealth Services’s SLB Ltd SLB Stock Holding History

Aris Wealth Services’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
2015
Q3 		$45K Sell
659
-686
-51% -$54.3K 0.09% 92
2015
Q2 		$116K Buy
1,345
+346
+35% +$31.2K 0.11% 137
2015
Q1 		$83K Buy
+999
New +$83.2K 0.08% 160
2014
Q1 		– Sell
-2,639
Closed -$238K – 107
2013
Q4 		$238K Buy
2,639
+193
+8% +$17.4K 0.4% 76
2013
Q3 		$216K Buy
+2,446
New +$201K 0.4% 76

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's SLB Position: Q3 2015 in Review

Aris Wealth Services reduced its SLB Ltd (SLB) stake by 51% in Q3 2015, selling an estimated $54.3K and leaving 659 shares worth $45K. The position accounts for 0.09% of the portfolio, ranked #92.

Aris Wealth Services first reported a position in SLB in Q3 2013 and has held it in 5 quarters since. The position peaked at $238K in Q4 2013. 1,529 funds tracked by Wall St. Rank hold SLB as of Q3 2015.

  • Aris Wealth Services held 659 shares of SLB Ltd worth $45K as of Q3 2015.
  • Aris Wealth Services sold 686 SLB Ltd shares in Q3 2015, an estimated $54.3K.
  • SLB Ltd made up 0.09% of Aris Wealth Services's portfolio in Q3 2015, its #92 holding.
  • Aris Wealth Services first reported a position in SLB Ltd in Q3 2013 and has held it in 5 quarters since.
  • Aris Wealth Services's SLB Ltd position peaked at $238K in Q4 2013.
  • 1,529 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.