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Lighthouse Financial Advisors’s SLB Ltd SLB Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-164
Closed -$6K – 239
2019
Q4 		$6K Buy
+164
New +$5.86K ﹤0.01% 214

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Lighthouse Financial Advisors's SLB Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 164 shares — an estimated $6K sold.

Lighthouse Financial Advisors first reported a position in SLB in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 164 SLB Ltd shares in Q1 2020, an estimated $6K.
  • Lighthouse Financial Advisors first reported a position in SLB Ltd in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's SLB Ltd position peaked at $6K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.