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JOYN Advisors’s SLB Ltd SLB Stock Holding History

JOYN 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
2019
Q1 		– Sell
-750
Closed -$27K – 1188
2018
Q4 		$27K Sell
750
-3,345
-82% -$165K 0.01% 549
2018
Q3 		$249K Sell
4,095
-1,157
-22% -$74.5K 0.05% 124
2018
Q2 		$352K Sell
5,252
-3,974
-43% -$273K 0.08% 78
2018
Q1 		$598K Sell
9,226
-1,567
-15% -$109K 0.13% 53
2017
Q4 		$727K Buy
+10,793
New +$699K 0.15% 55

Other funds holding SLB

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's SLB Position: Q1 2019 in Review

JOYN Advisors sold out of SLB Ltd (SLB) in Q1 2019, closing a stake of 750 shares — an estimated $27K sold.

JOYN Advisors first reported a position in SLB in Q4 2017 and held it in 5 quarters. The position peaked at $727K in Q4 2017. 1,454 funds tracked by Wall St. Rank hold SLB as of Q1 2019.

  • JOYN Advisors reported no remaining SLB Ltd position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 750 SLB Ltd shares in Q1 2019, an estimated $27K.
  • JOYN Advisors first reported a position in SLB Ltd in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's SLB Ltd position peaked at $727K in Q4 2017.
  • 1,454 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.