Integrated Wealth Management (Palm Desert)’s SLB Ltd SLB Stock Holding History

Integrated Wealth Management (Palm Desert)’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	$528K	Buy	6,755 +546	+9%	+$44.6K	0.18%	128
2016 Q4	$521K	Sell	6,209 -71	-1%	-$5.82K	0.19%	129
2016 Q3	$494K	Sell	6,280 -36	-0.6%	-$2.86K	0.18%	122
2016 Q2	$499K	Sell	6,316 -90	-1%	-$6.9K	0.19%	112
2016 Q1	$472K	Sell	6,406 -261	-4%	-$18.4K	0.2%	106
2015 Q4	$465K	Sell	6,667 -782	-10%	-$58.6K	0.2%	100
2015 Q3	$514K	Sell	7,449 -269	-3%	-$21.3K	0.23%	90
2015 Q2	$665K	Sell	7,718 -722	-9%	-$65.2K	0.26%	82
2015 Q1	$704K	Buy	+8,440	New	+$703K	0.29%	77

Other funds holding SLB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s SLB Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its SLB Ltd (SLB) stake by 8.8% in Q1 2017, buying an estimated $44.6K and bringing the position to 6,755 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #128.

Integrated Wealth Management (Palm Desert) first reported a position in SLB in Q1 2015 and has held it in 9 quarters since. The position peaked at $704K in Q1 2015. 1,660 funds tracked by Wall St. Rank hold SLB as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 6,755 shares of SLB Ltd worth $528K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 546 SLB Ltd shares in Q1 2017, an estimated $44.6K.
SLB Ltd made up 0.18% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #128 holding.
Integrated Wealth Management (Palm Desert) first reported a position in SLB Ltd in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s SLB Ltd position peaked at $704K in Q1 2015.
1,660 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.