EWM
SLB icon

Elite Wealth Management’s SLB Ltd SLB Stock Holding History

Elite 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
2014
Q1 		– Sell
-54
Closed -$5K – 618
2013
Q4 		$5K Sell
54
-2,144
-98% -$194K ﹤0.01% 480
2013
Q3 		$194K Buy
2,198
+1,548
+238% +$127K 0.17% 79
2013
Q2 		$47K Buy
+650
New +$48.1K 0.07% 128

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Elite Wealth Management's SLB Position: Q1 2014 in Review

Elite Wealth Management sold out of SLB Ltd (SLB) in Q1 2014, closing a stake of 54 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in SLB in Q2 2013 and held it in 3 quarters. The position peaked at $194K in Q3 2013. 1,485 funds tracked by Wall St. Rank hold SLB as of Q1 2014.

  • Elite Wealth Management reported no remaining SLB Ltd position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 54 SLB Ltd shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in SLB Ltd in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's SLB Ltd position peaked at $194K in Q3 2013.
  • 1,485 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.