LifePlan Financial Group’s SLB Ltd SLB Stock Holding History

LifePlan Financial Group’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 Q3	–	Sell	-75	Closed	-$3K	–	562
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	498
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	499
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	483
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	448
2018 Q2	$5K	Hold	75	–	–	﹤0.01%	431
2018 Q1	$5K	Buy	+75	New	+$5.24K	﹤0.01%	419
2014 Q2	–	Sell	-75	Closed	-$7K	–	192
2014 Q1	$7K	Buy	+75	New	+$6.79K	0.01%	197

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

LifePlan Financial Group's SLB Position: Q3 2019 in Review

LifePlan Financial Group sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 75 shares — an estimated $3K sold.

LifePlan Financial Group first reported a position in SLB in Q1 2014 and held it in 7 quarters. The position peaked at $7K in Q1 2014. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

LifePlan Financial Group reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 75 SLB Ltd shares in Q3 2019, an estimated $3K.
LifePlan Financial Group first reported a position in SLB Ltd in Q1 2014 and held it in 7 quarters.
LifePlan Financial Group's SLB Ltd position peaked at $7K in Q1 2014.
1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.