Independence Trust’s SLB Ltd SLB Stock Holding History

Independence Trust’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
2017 Q1	–	Sell	-2,738	Closed	-$230K	–	82
2016 Q4	$230K	Sell	2,738 -855	-24%	-$70.1K	0.32%	70
2016 Q3	$283K	Buy	+3,593	New	+$285K	0.46%	41

Other funds holding SLB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independence Trust's SLB Position: Q1 2017 in Review

Independence Trust sold out of SLB Ltd (SLB) in Q1 2017, closing a stake of 2,738 shares — an estimated $230K sold.

Independence Trust first reported a position in SLB in Q3 2016 and held it in 2 quarters. The position peaked at $283K in Q3 2016. 1,659 funds tracked by Wall St. Rank hold SLB as of Q1 2017.

Independence Trust reported no remaining SLB Ltd position as of Q1 2017 after selling out during the quarter.
Independence Trust sold 2,738 SLB Ltd shares in Q1 2017, an estimated $230K.
Independence Trust first reported a position in SLB Ltd in Q3 2016 and held it in 2 quarters.
Independence Trust's SLB Ltd position peaked at $283K in Q3 2016.
1,659 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2017.

Based on Independence Trust's 13F filing for Q1 2017, filed 9 May 2017.