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Executive Wealth Management’s SLB Ltd SLB Stock Holding History

Executive 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
-367
Closed -$15K – 671
2019
Q2 		$15K Hold
367
– – ﹤0.01% 530
2019
Q1 		$16K Sell
367
-181
-33% -$7.82K ﹤0.01% 464
2018
Q4 		$20K Buy
+548
New +$27K ﹤0.01% 430

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

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

Executive Wealth Management sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 367 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in SLB in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q4 2018. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

  • Executive Wealth Management reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 367 SLB Ltd shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in SLB Ltd in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's SLB Ltd position peaked at $20K in Q4 2018.
  • 1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.