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KCS Wealth Advisory’s SLB Ltd SLB Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-281
Closed -$9.6K – 362
2019
Q3 		$9.6K Buy
+281
New +$10.3K 0.01% 355
2018
Q2 		– Sell
-7,544
Closed -$489K – 165
2018
Q1 		$489K Buy
7,544
+9
+0.1% +$629 0.44% 92
2017
Q4 		$508K Buy
+7,535
New +$488K 0.49% 80

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

KCS Wealth Advisory's SLB Position: Q4 2019 in Review

KCS Wealth Advisory sold out of SLB Ltd (SLB) in Q4 2019, closing a stake of 281 shares — an estimated $9.6K sold.

KCS Wealth Advisory first reported a position in SLB in Q4 2017 and held it in 3 quarters. The position peaked at $508K in Q4 2017. 1,353 funds tracked by Wall St. Rank hold SLB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining SLB Ltd position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 281 SLB Ltd shares in Q4 2019, an estimated $9.6K.
  • KCS Wealth Advisory first reported a position in SLB Ltd in Q4 2017 and held it in 3 quarters.
  • KCS Wealth Advisory's SLB Ltd position peaked at $508K in Q4 2017.
  • 1,353 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.