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Cypress Wealth Services’s SLB Ltd SLB Stock Holding History

Cypress Wealth Services’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
2019
Q3 		– Sell
-5,721
Closed -$227K – 268
2019
Q2 		$227K Buy
5,721
+39
+0.7% +$1.57K 0.07% 228
2019
Q1 		$248K Buy
5,682
+42
+0.7% +$1.81K 0.08% 205
2018
Q4 		$204K Sell
5,640
-212
-4% -$10.5K 0.08% 199
2018
Q3 		$356K Sell
5,852
-86
-1% -$5.54K 0.13% 149
2018
Q2 		$398K Sell
5,938
-5
-0.1% -$343 0.15% 136
2018
Q1 		$385K Sell
5,943
-95
-2% -$6.63K 0.16% 120
2017
Q4 		$407K Buy
+6,038
New +$391K 0.17% 121

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cypress Wealth Services's SLB Position: Q3 2019 in Review

Cypress Wealth Services sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 5,721 shares — an estimated $227K sold.

Cypress Wealth Services first reported a position in SLB in Q4 2017 and held it in 7 quarters. The position peaked at $407K in Q4 2017. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

  • Cypress Wealth Services reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 5,721 SLB Ltd shares in Q3 2019, an estimated $227K.
  • Cypress Wealth Services first reported a position in SLB Ltd in Q4 2017 and held it in 7 quarters.
  • Cypress Wealth Services's SLB Ltd position peaked at $407K in Q4 2017.
  • 1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.