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Avantax Planning Partners’s SLB Ltd SLB Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-2,912
Closed -$177K – 1040
2018
Q3 		$177K Buy
+2,912
New +$187K 0.01% 257
2018
Q2 		– Sell
-4,235
Closed -$275K – 1274
2018
Q1 		$275K Sell
4,235
-629
-13% -$43.9K 0.02% 243
2017
Q4 		$328K Sell
4,864
-1,010
-17% -$65.4K 0.03% 217
2017
Q3 		$410K Buy
5,874
+840
+17% +$55.5K 0.03% 234
2017
Q2 		$331K Buy
5,034
+364
+8% +$26.1K 0.03% 239
2017
Q1 		$365K Sell
4,670
-245
-5% -$20K 0.03% 219
2016
Q4 		$413K Buy
+4,915
New +$403K 0.04% 185

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's SLB Position: Q4 2018 in Review

Avantax Planning Partners sold out of SLB Ltd (SLB) in Q4 2018, closing a stake of 2,912 shares — an estimated $177K sold.

Avantax Planning Partners first reported a position in SLB in Q4 2016 and held it in 7 quarters. The position peaked at $413K in Q4 2016. 1,419 funds tracked by Wall St. Rank hold SLB as of Q4 2018.

  • Avantax Planning Partners reported no remaining SLB Ltd position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,912 SLB Ltd shares in Q4 2018, an estimated $177K.
  • Avantax Planning Partners first reported a position in SLB Ltd in Q4 2016 and held it in 7 quarters.
  • Avantax Planning Partners's SLB Ltd position peaked at $413K in Q4 2016.
  • 1,419 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.