Capstone Financial Group’s SLB Ltd SLB Stock Holding History

Capstone Financial Group’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	-635	Closed	-$26K	–	156
2019 Q4	$26K	Buy	+635	New	+$22.7K	0.03%	140

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capstone Financial Group's SLB Position: Q1 2020 in Review

Capstone Financial Group sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 635 shares — an estimated $26K sold.

Capstone Financial Group first reported a position in SLB in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

Capstone Financial Group reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
Capstone Financial Group sold 635 SLB Ltd shares in Q1 2020, an estimated $26K.
Capstone Financial Group first reported a position in SLB Ltd in Q4 2019 and held it in 1 quarter.
Capstone Financial Group's SLB Ltd position peaked at $26K in Q4 2019.
1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.