Doyle Wealth Management’s SLB Ltd SLB Stock Holding History

Doyle 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	-830	Closed	-$33K	–	672
2019 Q2	$33K	Buy	+830	New	+$33.5K	﹤0.01%	438
2019 Q1	–	Sell	-1,163	Closed	-$42K	–	654
2018 Q4	$42K	Sell	1,163 -175,966	-99%	-$8.68M	0.01%	392
2018 Q3	$10.8M	Buy	177,129 +9,432	+6%	+$607K	1.68%	23
2018 Q2	$11.2M	Buy	167,697 +4,197	+3%	+$288K	1.86%	19
2018 Q1	$10.6M	Buy	163,500 +8,401	+5%	+$587K	1.78%	23
2017 Q4	$10.5M	Sell	155,099 -34,882	-18%	-$2.26M	1.77%	21
2017 Q3	$13.3M	Buy	189,981 +7,399	+4%	+$489K	2.32%	15
2017 Q2	$12M	Buy	182,582 +98,264	+117%	+$7.04M	2.23%	14
2017 Q1	$6.58M	Buy	+84,318	New	+$6.89M	1.34%	29

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Doyle Wealth Management sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 830 shares — an estimated $33K sold.

Doyle Wealth Management first reported a position in SLB in Q1 2017 and held it in 9 quarters. The position peaked at $13.3M in Q3 2017. 1,300 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

Doyle Wealth Management reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 830 SLB Ltd shares in Q3 2019, an estimated $33K.
Doyle Wealth Management first reported a position in SLB Ltd in Q1 2017 and held it in 9 quarters.
Doyle Wealth Management's SLB Ltd position peaked at $13.3M in Q3 2017.
1,300 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.