LBA Wealth Management’s SLB Ltd SLB Stock Holding History

LBA Wealth Management’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	$23K	Hold	300	–	–	0.01%	262
2016 Q4	$25K	Sell	300 -119	-28%	-$9.75K	0.01%	244
2016 Q3	$33K	Sell	419 -21	-5%	-$1.67K	0.02%	233
2016 Q2	$35K	Hold	440	–	–	0.02%	223
2016 Q1	$32K	Hold	440	–	–	0.02%	222
2015 Q4	$31K	Buy	440 +140	+47%	+$10.5K	0.02%	235
2015 Q3	$21K	Buy	+300	New	+$23.8K	0.01%	223
2014 Q4	–	Sell	-356	Closed	-$36K	–	373
2014 Q3	$36K	Buy	+356	New	+$38.8K	0.03%	190

Other funds holding SLB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LBA Wealth Management's SLB Position: Q1 2017 in Review

LBA Wealth Management held its SLB Ltd (SLB) position steady in Q1 2017 at 300 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #262.

LBA Wealth Management first reported a position in SLB in Q3 2014 and has held it in 8 quarters since. The position peaked at $36K in Q3 2014. 1,659 funds tracked by Wall St. Rank hold SLB as of Q1 2017.

LBA Wealth Management held 300 shares of SLB Ltd worth $23K as of Q1 2017.
LBA Wealth Management left its SLB Ltd share count unchanged in Q1 2017.
SLB Ltd made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #262 holding.
LBA Wealth Management first reported a position in SLB Ltd in Q3 2014 and has held it in 8 quarters since.
LBA Wealth Management's SLB Ltd position peaked at $36K in Q3 2014.
1,659 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.