IPC
SLB icon

Independent Portfolio Consultants’s SLB Ltd SLB Stock Holding History

Independent Portfolio Consultants’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
Q2 		$883K Sell
13,410
-47
-0.3% -$3.37K 0.37% 66
2017
Q1 		$1.05M Sell
13,457
-754
-5% -$61.7K 0.36% 73
2016
Q4 		$1.19M Sell
14,211
-298
-2% -$24.4K 0.39% 61
2016
Q3 		$1.14M Sell
14,509
-510
-3% -$40.5K 0.36% 75
2016
Q2 		$1.19M Sell
15,019
-70
-0.5% -$5.37K 0.37% 66
2016
Q1 		$1.11M Buy
15,089
+730
+5% +$51.3K 0.31% 98
2015
Q4 		$1M Sell
14,359
-17,135
-54% -$1.28M 0.3% 103
2015
Q3 		$2.17M Buy
31,494
+9,870
+46% +$781K 0.47% 60
2015
Q2 		$1.86M Sell
21,624
-3,414
-14% -$308K 0.37% 83
2015
Q1 		$2.09M Buy
25,038
+7,154
+40% +$596K 0.43% 74
2014
Q4 		$1.53M Buy
17,884
+4,497
+34% +$414K 0.31% 115
2014
Q3 		$1.36M Buy
13,387
+7,652
+133% +$834K 0.37% 62
2014
Q2 		$676K Sell
5,735
-260
-4% -$26.8K 0.19% 155
2014
Q1 		$584K Buy
5,995
+425
+8% +$38.4K 0.19% 177
2013
Q4 		$502K Buy
5,570
+2,055
+58% +$186K 0.18% 226
2013
Q3 		$311K Sell
3,515
-840
-19% -$69K 0.12% 351
2013
Q2 		$312K Buy
+4,355
New +$322K 0.14% 314

Other funds holding SLB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's SLB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its SLB Ltd (SLB) stake by 0.35% in Q2 2017, selling an estimated $3.37K and leaving 13,410 shares worth $883K. The position accounts for 0.37% of the portfolio, ranked #66.

Independent Portfolio Consultants first reported a position in SLB in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.17M in Q3 2015. 1,596 funds tracked by Wall St. Rank hold SLB as of Q2 2017.

  • Independent Portfolio Consultants held 13,410 shares of SLB Ltd worth $883K as of Q2 2017.
  • Independent Portfolio Consultants sold 47 SLB Ltd shares in Q2 2017, an estimated $3.37K.
  • SLB Ltd made up 0.37% of Independent Portfolio Consultants's portfolio in Q2 2017, its #66 holding.
  • Independent Portfolio Consultants first reported a position in SLB Ltd in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's SLB Ltd position peaked at $2.17M in Q3 2015.
  • 1,596 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.