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Cypress Wealth Advisors’s SLB Ltd SLB Stock Holding History

Cypress Wealth 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
2017
Q2 		– Sell
-9,764
Closed -$763K – 161
2017
Q1 		$763K Sell
9,764
-88
-0.9% -$7.2K 0.35% 66
2016
Q4 		$827K Buy
9,852
+474
+5% +$38.9K 0.38% 60
2016
Q3 		$737K Buy
9,378
+1,386
+17% +$110K 0.33% 67
2016
Q2 		$632K Sell
7,992
-563
-7% -$43.2K 0.31% 76
2016
Q1 		$631K Buy
8,555
+632
+8% +$44.4K 0.29% 75
2015
Q4 		$553K Sell
7,923
-290
-4% -$21.7K 0.28% 82
2015
Q3 		$566K Buy
8,213
+514
+7% +$40.7K 0.31% 71
2015
Q2 		$664K Buy
+7,699
New +$695K 0.39% 64

Other funds holding SLB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's SLB Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of SLB Ltd (SLB) in Q2 2017, closing a stake of 9,764 shares — an estimated $763K sold.

Cypress Wealth Advisors first reported a position in SLB in Q2 2015 and held it in 8 quarters. The position peaked at $827K in Q4 2016. 1,595 funds tracked by Wall St. Rank hold SLB as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining SLB Ltd position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 9,764 SLB Ltd shares in Q2 2017, an estimated $763K.
  • Cypress Wealth Advisors first reported a position in SLB Ltd in Q2 2015 and held it in 8 quarters.
  • Cypress Wealth Advisors's SLB Ltd position peaked at $827K in Q4 2016.
  • 1,595 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.