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McKinley Carter Wealth Services’s SLB Ltd SLB Stock Holding History

McKinley Carter 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
2018
Q2 		– Sell
-2,375
Closed -$154K – 345
2018
Q1 		$154K Buy
+2,375
New +$166K 0.05% 176
2017
Q4 		– Sell
-4,058
Closed -$283K – 157
2017
Q3 		$283K Sell
4,058
-252
-6% -$16.7K 0.11% 125
2017
Q2 		$284K Sell
4,310
-462
-10% -$33.1K 0.13% 106
2017
Q1 		$373K Buy
4,772
+407
+9% +$33.3K 0.17% 86
2016
Q4 		$366K Buy
4,365
+7
+0.2% +$574 0.19% 83
2016
Q3 		$343K Buy
4,358
+7
+0.2% +$556 0.18% 85
2016
Q2 		$344K Sell
4,351
-296
-6% -$22.7K 0.18% 89
2016
Q1 		$343K Buy
4,647
+800
+21% +$56.3K 0.19% 91
2015
Q4 		$268K Buy
3,847
+181
+5% +$13.6K 0.15% 94
2015
Q3 		$253K Sell
3,666
-295
-7% -$23.4K 0.16% 93
2015
Q2 		$341K Buy
3,961
+683
+21% +$61.6K 0.19% 96
2015
Q1 		$274K Sell
3,278
-730
-18% -$60.8K 0.18% 94
2014
Q4 		$342K Buy
4,008
+1,248
+45% +$115K 0.27% 74
2014
Q3 		$281K Buy
2,760
+325
+13% +$35.4K 0.27% 73
2014
Q2 		$287K Hold
2,435
– – 0.3% 66
2014
Q1 		$237K Sell
2,435
-17
-0.7% -$1.54K 0.26% 81
2013
Q4 		$221K Sell
2,452
-199
-8% -$18K 0.22% 101
2013
Q3 		$234K Buy
+2,651
New +$218K 0.28% 75

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

McKinley Carter Wealth Services's SLB Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of SLB Ltd (SLB) in Q2 2018, closing a stake of 2,375 shares — an estimated $154K sold.

McKinley Carter Wealth Services first reported a position in SLB in Q3 2013 and held it in 18 quarters. The position peaked at $373K in Q1 2017. 1,633 funds tracked by Wall St. Rank hold SLB as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining SLB Ltd position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,375 SLB Ltd shares in Q2 2018, an estimated $154K.
  • McKinley Carter Wealth Services first reported a position in SLB Ltd in Q3 2013 and held it in 18 quarters.
  • McKinley Carter Wealth Services's SLB Ltd position peaked at $373K in Q1 2017.
  • 1,633 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.