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Gupta Wealth Management’s SLB Ltd SLB Stock Holding History

Gupta 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
2016
Q1 		$1.49M Buy
20,158
+7,274
+56% +$512K 0.35% 68
2015
Q4 		$899K Buy
12,884
+1,179
+10% +$88.3K 0.23% 95
2015
Q3 		$807K Buy
11,705
+6,025
+106% +$477K 0.2% 104
2015
Q2 		$490K Buy
5,680
+4,695
+477% +$424K 0.12% 149
2015
Q1 		$82K Buy
+985
New +$82K 0.02% 331

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's SLB Position: Q1 2016 in Review

Gupta Wealth Management increased its SLB Ltd (SLB) stake by 56% in Q1 2016, buying an estimated $512K and bringing the position to 20,158 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #68.

Gupta Wealth Management first reported a position in SLB in Q1 2015 and has held it in 5 quarters since. 1,539 funds tracked by Wall St. Rank hold SLB as of Q1 2016.

  • Gupta Wealth Management held 20,158 shares of SLB Ltd worth $1.49M as of Q1 2016.
  • Gupta Wealth Management bought 7,274 SLB Ltd shares in Q1 2016, an estimated $512K.
  • SLB Ltd made up 0.35% of Gupta Wealth Management's portfolio in Q1 2016, its #68 holding.
  • Gupta Wealth Management first reported a position in SLB Ltd in Q1 2015 and has held it in 5 quarters since.
  • 1,539 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.