BSW Wealth Partners’s SLB Ltd SLB Stock Holding History

BSW Wealth 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
2015 Q3	–	Sell	-2,446	Closed	-$211K	–	66
2015 Q2	$211K	Buy	+2,446	New	+$221K	0.13%	55

Other funds holding SLB

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

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

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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BSW Wealth Partners's SLB Position: Q3 2015 in Review

BSW Wealth Partners sold out of SLB Ltd (SLB) in Q3 2015, closing a stake of 2,446 shares — an estimated $211K sold.

BSW Wealth Partners first reported a position in SLB in Q2 2015 and held it in 1 quarter. The position peaked at $211K in Q2 2015. 1,530 funds tracked by Wall St. Rank hold SLB as of Q3 2015.

BSW Wealth Partners reported no remaining SLB Ltd position as of Q3 2015 after selling out during the quarter.
BSW Wealth Partners sold 2,446 SLB Ltd shares in Q3 2015, an estimated $211K.
BSW Wealth Partners first reported a position in SLB Ltd in Q2 2015 and held it in 1 quarter.
BSW Wealth Partners's SLB Ltd position peaked at $211K in Q2 2015.
1,530 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2015.

Based on BSW Wealth Partners's 13F filing for Q3 2015, filed 9 Nov 2015.