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Capital Directions Investment Advisors’s SLB Ltd SLB Stock Holding History

Capital Directions Investment 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
2020
Q1 		– Sell
-400
Closed -$16K – 241
2019
Q4 		$16K Sell
400
-200
-33% -$7.14K 0.01% 205
2019
Q3 		$21K Buy
+600
New +$21.9K 0.01% 185
2018
Q3 		– Sell
-700
Closed -$47K – 220
2018
Q2 		$47K Buy
+700
New +$48.1K 0.02% 74

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Directions Investment Advisors's SLB Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 400 shares — an estimated $16K sold.

Capital Directions Investment Advisors first reported a position in SLB in Q2 2018 and held it in 3 quarters. The position peaked at $47K in Q2 2018. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 400 SLB Ltd shares in Q1 2020, an estimated $16K.
  • Capital Directions Investment Advisors first reported a position in SLB Ltd in Q2 2018 and held it in 3 quarters.
  • Capital Directions Investment Advisors's SLB Ltd position peaked at $47K in Q2 2018.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.