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Frontier Wealth Management’s SLB Ltd SLB Stock Holding History

Frontier 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
2018
Q3 		– Sell
-4,399
Closed -$295K – 407
2018
Q2 		$295K Buy
4,399
+335
+8% +$23K 0.04% 291
2018
Q1 		$263K Buy
+4,064
New +$284K 0.04% 322
2017
Q4 		– Sell
-8,459
Closed -$590K – 393
2017
Q3 		$590K Buy
8,459
+230
+3% +$15.2K 0.09% 203
2017
Q2 		$542K Buy
8,229
+35
+0.4% +$2.51K 0.08% 211
2017
Q1 		$640K Hold
8,194
– – 0.1% 194
2016
Q4 		$688K Buy
8,194
+300
+4% +$24.6K 0.11% 184
2016
Q3 		$621K Buy
7,894
+700
+10% +$55.6K 0.09% 181
2016
Q2 		$569K Sell
7,194
-2,358
-25% -$181K 0.09% 189
2016
Q1 		$704K Buy
9,552
+24
+0.3% +$1.69K 0.06% 169
2015
Q4 		$665K Buy
9,528
+281
+3% +$21K 0.11% 167
2015
Q3 		$638K Sell
9,247
-417
-4% -$33K 0.1% 173
2015
Q2 		$833K Buy
9,664
+3,602
+59% +$325K 0.13% 148
2015
Q1 		$506K Sell
6,062
-3,476
-36% -$289K 0.08% 166
2014
Q4 		$815K Buy
+9,538
New +$878K 0.15% 98

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Frontier Wealth Management's SLB Position: Q3 2018 in Review

Frontier Wealth Management sold out of SLB Ltd (SLB) in Q3 2018, closing a stake of 4,399 shares — an estimated $295K sold.

Frontier Wealth Management first reported a position in SLB in Q4 2014 and held it in 14 quarters. The position peaked at $833K in Q2 2015. 1,600 funds tracked by Wall St. Rank hold SLB as of Q3 2018.

  • Frontier Wealth Management reported no remaining SLB Ltd position as of Q3 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 4,399 SLB Ltd shares in Q3 2018, an estimated $295K.
  • Frontier Wealth Management first reported a position in SLB Ltd in Q4 2014 and held it in 14 quarters.
  • Frontier Wealth Management's SLB Ltd position peaked at $833K in Q2 2015.
  • 1,600 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.