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Genesis Wealth Advisors’s SLB Ltd SLB Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$29.9K Buy
347
+47
+16% +$4.24K 0.02% 247
2015
Q1 		$25.3K Hold
300
– – 0.02% 269
2014
Q4 		$25.6K Buy
+300
New +$27.6K 0.02% 291

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Genesis Wealth Advisors's SLB Position: Q2 2015 in Review

Genesis Wealth Advisors increased its SLB Ltd (SLB) stake by 16% in Q2 2015, buying an estimated $4.24K and bringing the position to 347 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #247.

Genesis Wealth Advisors first reported a position in SLB in Q4 2014 and has held it in 3 quarters since. 1,557 funds tracked by Wall St. Rank hold SLB as of Q2 2015.

  • Genesis Wealth Advisors held 347 shares of SLB Ltd worth $29.9K as of Q2 2015.
  • Genesis Wealth Advisors bought 47 SLB Ltd shares in Q2 2015, an estimated $4.24K.
  • SLB Ltd made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #247 holding.
  • Genesis Wealth Advisors first reported a position in SLB Ltd in Q4 2014 and has held it in 3 quarters since.
  • 1,557 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.