BWFM
SLB icon

Bridgewater Wealth & Financial Management’s SLB Ltd SLB Stock Holding History

Bridgewater Wealth & Financial 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
Q1 		– Sell
-4,573
Closed -$319K – 118
2015
Q4 		$319K Sell
4,573
-1,186
-21% -$88.8K 0.12% 68
2015
Q3 		$397K Buy
5,759
+310
+6% +$24.5K 0.16% 59
2015
Q2 		$470K Hold
5,449
– – 0.2% 53
2015
Q1 		$455K Sell
5,449
-172
-3% -$14.3K 0.19% 55
2014
Q4 		$480K Buy
+5,621
New +$517K 0.2% 63

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Bridgewater Wealth & Financial Management's SLB Position: Q1 2016 in Review

Bridgewater Wealth & Financial Management sold out of SLB Ltd (SLB) in Q1 2016, closing a stake of 4,573 shares — an estimated $319K sold.

Bridgewater Wealth & Financial Management first reported a position in SLB in Q4 2014 and held it in 5 quarters. The position peaked at $480K in Q4 2014. 1,538 funds tracked by Wall St. Rank hold SLB as of Q1 2016.

  • Bridgewater Wealth & Financial Management reported no remaining SLB Ltd position as of Q1 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,573 SLB Ltd shares in Q1 2016, an estimated $319K.
  • Bridgewater Wealth & Financial Management first reported a position in SLB Ltd in Q4 2014 and held it in 5 quarters.
  • Bridgewater Wealth & Financial Management's SLB Ltd position peaked at $480K in Q4 2014.
  • 1,538 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2016, filed 9 May 2016.