Beaumont Financial Advisors’s SLB Ltd SLB Stock Holding History

Beaumont Financial 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
2017 Q3	–	Sell	-3,684	Closed	-$243K	–	187
2017 Q2	$243K	Sell	3,684 -61,771	-94%	-$4.43M	0.03%	162
2017 Q1	$5.11M	Buy	65,455 +41,244	+170%	+$3.37M	0.7%	44
2016 Q4	$2.03M	Buy	+24,211	New	+$1.98M	0.31%	71
2015 Q4	–	Sell	-2,599	Closed	-$224K	–	146
2015 Q3	$224K	Hold	2,599	–	–	0.03%	124
2015 Q2	$224K	Buy	2,599 +144	+6%	+$13K	0.03%	124
2015 Q1	$205K	Hold	2,455	–	–	0.01%	143
2014 Q4	$210K	Hold	2,455	–	–	0.01%	145
2014 Q3	$250K	Hold	2,455	–	–	0.02%	144
2014 Q2	$290K	Hold	2,455	–	–	0.02%	145
2014 Q1	$239K	Buy	+2,455	New	+$222K	0.02%	121

Other funds holding SLB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaumont Financial Advisors's SLB Position: Q3 2017 in Review

Beaumont Financial Advisors sold out of SLB Ltd (SLB) in Q3 2017, closing a stake of 3,684 shares — an estimated $243K sold.

Beaumont Financial Advisors first reported a position in SLB in Q1 2014 and held it in 10 quarters. The position peaked at $5.11M in Q1 2017. 1,573 funds tracked by Wall St. Rank hold SLB as of Q3 2017.

Beaumont Financial Advisors reported no remaining SLB Ltd position as of Q3 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 3,684 SLB Ltd shares in Q3 2017, an estimated $243K.
Beaumont Financial Advisors first reported a position in SLB Ltd in Q1 2014 and held it in 10 quarters.
Beaumont Financial Advisors's SLB Ltd position peaked at $5.11M in Q1 2017.
1,573 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2017.

Based on Beaumont Financial Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.