Gary Goldberg Planning Services’s SLB Ltd SLB Stock Holding History

Gary Goldberg Planning Services’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 Q4	–	Sell	-5,553	Closed	-$565K	–	484
2014 Q3	$565K	Buy	5,553 +827	+17%	+$90.2K	0.24%	61
2014 Q2	$557K	Sell	4,726 -216	-4%	-$22.3K	0.25%	61
2014 Q1	$482K	Sell	4,942 -207	-4%	-$18.7K	0.24%	62
2013 Q4	$464K	Sell	5,149 -864	-14%	-$78K	0.27%	54
2013 Q3	$531K	Buy	6,013 +26	+0.4%	+$2.14K	0.32%	53
2013 Q2	$429K	Buy	+5,987	New	+$443K	0.27%	56

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Gary Goldberg Planning Services's SLB Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of SLB Ltd (SLB) in Q4 2014, closing a stake of 5,553 shares — an estimated $565K sold.

Gary Goldberg Planning Services first reported a position in SLB in Q2 2013 and held it in 6 quarters. The position peaked at $565K in Q3 2014. 1,568 funds tracked by Wall St. Rank hold SLB as of Q4 2014.

Gary Goldberg Planning Services reported no remaining SLB Ltd position as of Q4 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 5,553 SLB Ltd shares in Q4 2014, an estimated $565K.
Gary Goldberg Planning Services first reported a position in SLB Ltd in Q2 2013 and held it in 6 quarters.
Gary Goldberg Planning Services's SLB Ltd position peaked at $565K in Q3 2014.
1,568 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.