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Lucia Wealth Services’s SLB Ltd SLB Stock Holding History

Lucia Wealth Services’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
-14,123
Closed -$561K – 176
2019
Q2 		$561K Sell
14,123
-2,577
-15% -$104K 0.19% 79
2019
Q1 		$728K Buy
+16,700
New +$722K 0.25% 77
2018
Q4 		– Sell
-50,933
Closed -$3.1M – 209
2018
Q3 		$3.1M Sell
50,933
-3,710
-7% -$239K 0.97% 28
2018
Q2 		$3.66M Buy
54,643
+54,061
+9,289% +$3.71M 1.6% 16
2018
Q1 		$38K Buy
+582
New +$40.6K 0.01% 152

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lucia Wealth Services's SLB Position: Q3 2019 in Review

Lucia Wealth Services sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 14,123 shares — an estimated $561K sold.

Lucia Wealth Services first reported a position in SLB in Q1 2018 and held it in 5 quarters. The position peaked at $3.66M in Q2 2018. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

  • Lucia Wealth Services reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 14,123 SLB Ltd shares in Q3 2019, an estimated $561K.
  • Lucia Wealth Services first reported a position in SLB Ltd in Q1 2018 and held it in 5 quarters.
  • Lucia Wealth Services's SLB Ltd position peaked at $3.66M in Q2 2018.
  • 1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.