Intercontinental Wealth Advisors’s SLB Ltd SLB Stock Holding History

Intercontinental 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
2020 Q1	–	Sell	-3,026	Closed	-$106K	–	283
2019 Q4	$106K	Sell	3,026 -722	-19%	-$25.8K	0.09%	149
2019 Q3	$128K	Sell	3,748 -36	-1%	-$1.32K	0.08%	152
2019 Q2	$150K	Sell	3,784 -6	-0.2%	-$242	0.08%	142
2019 Q1	$165K	Sell	3,790 -218	-5%	-$9.42K	0.08%	136
2018 Q4	$145K	Sell	4,008 -212	-5%	-$10.5K	0.08%	142
2018 Q3	$257K	Sell	4,220 -39	-0.9%	-$2.51K	0.13%	111
2018 Q2	$285K	Sell	4,259 -155	-4%	-$10.6K	0.16%	100
2018 Q1	$286K	Sell	4,414 -186	-4%	-$13K	0.17%	100
2017 Q4	$310K	Buy	4,600 +16	+0.3%	+$1.04K	0.17%	93
2017 Q3	$320K	Sell	4,584 -12	-0.3%	-$793	0.2%	80
2017 Q2	$303K	Buy	4,596 +1,276	+38%	+$91.4K	0.19%	86
2017 Q1	$259K	Sell	3,320 -90	-3%	-$7.36K	0.16%	115
2016 Q4	$286K	Sell	3,410 -527	-13%	-$43.2K	0.18%	111
2016 Q3	$310K	Sell	3,937 -559	-12%	-$44.4K	0.22%	92
2016 Q2	$356K	Sell	4,496 -25	-0.6%	-$1.92K	0.26%	83
2016 Q1	$333K	Sell	4,521 -83	-2%	-$5.84K	0.25%	88
2015 Q4	$321K	Buy	+4,604	New	+$345K	0.22%	95

Other funds holding SLB

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Intercontinental Wealth Advisors's SLB Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 3,026 shares — an estimated $106K sold.

Intercontinental Wealth Advisors first reported a position in SLB in Q4 2015 and held it in 17 quarters. The position peaked at $356K in Q2 2016. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 3,026 SLB Ltd shares in Q1 2020, an estimated $106K.
Intercontinental Wealth Advisors first reported a position in SLB Ltd in Q4 2015 and held it in 17 quarters.
Intercontinental Wealth Advisors's SLB Ltd position peaked at $356K in Q2 2016.
1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.