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Litman Gregory Wealth Management’s SLB Ltd SLB Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-745
Closed -$48K – 158
2018
Q1 		$48K Buy
+745
New +$52K 0.02% 97

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Litman Gregory Wealth Management's SLB Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of SLB Ltd (SLB) in Q2 2018, closing a stake of 745 shares — an estimated $48K sold.

Litman Gregory Wealth Management first reported a position in SLB in Q1 2018 and held it in 1 quarter. The position peaked at $48K in Q1 2018. 1,633 funds tracked by Wall St. Rank hold SLB as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining SLB Ltd position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 745 SLB Ltd shares in Q2 2018, an estimated $48K.
  • Litman Gregory Wealth Management first reported a position in SLB Ltd in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's SLB Ltd position peaked at $48K in Q1 2018.
  • 1,633 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.