Clear Perspective Advisors’s SLB Ltd SLB Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-400	Closed	-$27K	–	384
2018 Q2	$27K	Hold	400	–	–	0.02%	294
2018 Q1	$26K	Hold	400	–	–	0.02%	289
2017 Q4	$27K	Hold	400	–	–	0.02%	272
2017 Q3	$28K	Buy	+400	New	+$26.4K	0.02%	265
2017 Q2	–	Sell	-700	Closed	-$50.2K	–	226
2017 Q1	$55K	Sell	700 -8	-1%	-$654	0.04%	206
2016 Q4	$59K	Buy	+708	New	+$58K	0.04%	194

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clear Perspective Advisors's SLB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of SLB Ltd (SLB) in Q3 2018, closing a stake of 400 shares — an estimated $27K sold.

Clear Perspective Advisors first reported a position in SLB in Q4 2016 and held it in 6 quarters. The position peaked at $59K in Q4 2016. 1,600 funds tracked by Wall St. Rank hold SLB as of Q3 2018.

Clear Perspective Advisors reported no remaining SLB Ltd position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 400 SLB Ltd shares in Q3 2018, an estimated $27K.
Clear Perspective Advisors first reported a position in SLB Ltd in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's SLB Ltd position peaked at $59K in Q4 2016.
1,600 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.