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Destination Wealth Management’s SLB Ltd SLB Stock Holding History

Destination 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
2019
Q3 		– Sell
-716
Closed -$28K – 440
2019
Q2 		$28K Buy
716
+115
+19% +$4.64K ﹤0.01% 350
2019
Q1 		$26K Sell
601
-125
-17% -$5.4K ﹤0.01% 362
2018
Q4 		$26K Buy
726
+125
+21% +$6.17K ﹤0.01% 336
2018
Q3 		$37K Buy
601
+575
+2,212% +$37K ﹤0.01% 338
2018
Q2 		$2K Sell
26
-115
-82% -$7.9K ﹤0.01% 478
2018
Q1 		$55K Buy
+141
New +$9.85K ﹤0.01% 245
2016
Q4 		– Sell
-3,448
Closed -$271K – 177
2016
Q3 		$271K Buy
+3,448
New +$274K 0.02% 143

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

Destination Wealth Management's SLB Position: Q3 2019 in Review

Destination Wealth Management sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 716 shares — an estimated $28K sold.

Destination Wealth Management first reported a position in SLB in Q3 2016 and held it in 7 quarters. The position peaked at $271K in Q3 2016. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

  • Destination Wealth Management reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 716 SLB Ltd shares in Q3 2019, an estimated $28K.
  • Destination Wealth Management first reported a position in SLB Ltd in Q3 2016 and held it in 7 quarters.
  • Destination Wealth Management's SLB Ltd position peaked at $271K in Q3 2016.
  • 1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.