Braver Wealth Management’s SLB Ltd SLB Stock Holding History

Braver Wealth Management’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 Q4	$4.53M	Buy	53,979 +1,959	+4%	+$161K	0.74%	41
2016 Q3	$4.09M	Sell	52,020 -1,116	-2%	-$88.6K	0.69%	43
2016 Q2	$4.2M	Sell	53,136 -1,192	-2%	-$91.4K	0.72%	38
2016 Q1	$4.01M	Buy	54,328 +37,837	+229%	+$2.66M	0.66%	46
2015 Q4	$1.15M	Sell	16,491 -1,807	-10%	-$135K	0.24%	63
2015 Q3	$1.26M	Buy	18,298 +4,748	+35%	+$376K	0.31%	56
2015 Q2	$1.17M	Sell	13,550 -90	-0.7%	-$8.12K	0.28%	59
2015 Q1	$1.14M	Buy	+13,640	New	+$1.14M	0.23%	61

Other funds holding SLB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

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

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Braver Wealth Management's SLB Position: Q4 2016 in Review

Braver Wealth Management increased its SLB Ltd (SLB) stake by 3.8% in Q4 2016, buying an estimated $161K and bringing the position to 53,979 shares worth $4.53M. The position accounts for 0.74% of the portfolio, ranked #41.

Braver Wealth Management first reported a position in SLB in Q1 2015 and has held it in 8 quarters since. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2016.

Braver Wealth Management held 53,979 shares of SLB Ltd worth $4.53M as of Q4 2016.
Braver Wealth Management bought 1,959 SLB Ltd shares in Q4 2016, an estimated $161K.
SLB Ltd made up 0.74% of Braver Wealth Management's portfolio in Q4 2016, its #41 holding.
Braver Wealth Management first reported a position in SLB Ltd in Q1 2015 and has held it in 8 quarters since.
1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.