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Catamount Wealth Management’s SLB Ltd SLB Stock Holding History

Catamount 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
2017
Q4 		– Sell
-300
Closed -$19.4K – 206
2017
Q3 		$21K Sell
300
-1,145
-79% -$75.7K 0.01% 114
2017
Q2 		$95K Hold
1,445
– – 0.06% 58
2017
Q1 		$113K Buy
1,445
+300
+26% +$24.5K 0.08% 51
2016
Q4 		$96K Hold
1,145
– – 0.08% 49
2016
Q3 		$92K Buy
1,145
+1,000
+690% +$79.4K 0.08% 50
2016
Q2 		$11K Hold
145
– – 0.01% 94
2016
Q1 		$11K Buy
+145
New +$10.2K 0.01% 93

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Catamount Wealth Management's SLB Position: Q4 2017 in Review

Catamount Wealth Management sold out of SLB Ltd (SLB) in Q4 2017, closing a stake of 300 shares — an estimated $19.4K sold.

Catamount Wealth Management first reported a position in SLB in Q1 2016 and held it in 7 quarters. The position peaked at $113K in Q1 2017. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2017.

  • Catamount Wealth Management reported no remaining SLB Ltd position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 300 SLB Ltd shares in Q4 2017, an estimated $19.4K.
  • Catamount Wealth Management first reported a position in SLB Ltd in Q1 2016 and held it in 7 quarters.
  • Catamount Wealth Management's SLB Ltd position peaked at $113K in Q1 2017.
  • 1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.