KA
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Klingman & Associates’s SLB Ltd SLB Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-477
Closed -$38K – 281
2016
Q3 		$38K Hold
477
– – 0.01% 203
2016
Q2 		$38K Hold
477
– – 0.01% 212
2016
Q1 		$35K Sell
477
-2,800
-85% -$197K 0.01% 216
2015
Q4 		$229K Hold
3,277
– – 0.09% 101
2015
Q3 		$226K Buy
3,277
+2,800
+587% +$222K 0.09% 98
2015
Q2 		$41K Hold
477
– – 0.02% 190
2015
Q1 		$40K Hold
477
– – 0.02% 186
2014
Q4 		$40K Buy
+477
New +$43.9K 0.02% 188

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

Klingman & Associates's SLB Position: Q4 2016 in Review

Klingman & Associates sold out of SLB Ltd (SLB) in Q4 2016, closing a stake of 477 shares — an estimated $38K sold.

Klingman & Associates first reported a position in SLB in Q4 2014 and held it in 8 quarters. The position peaked at $229K in Q4 2015. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2016.

  • Klingman & Associates reported no remaining SLB Ltd position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 477 SLB Ltd shares in Q4 2016, an estimated $38K.
  • Klingman & Associates first reported a position in SLB Ltd in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's SLB Ltd position peaked at $229K in Q4 2015.
  • 1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.