Merriman Wealth Management’s SLB Ltd SLB Stock Holding History

Merriman 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
2020 Q1	–	Sell	-5,319	Closed	-$214K	–	196
2019 Q4	$214K	Buy	+5,319	New	+$190K	0.04%	167
2019 Q3	–	Sell	-5,536	Closed	-$2.18K	–	194
2019 Q2	$2.18K	Buy	5,536 +200	+4%	+$8.06K	0.04%	170
2019 Q1	$232K	Sell	5,336 -2,980	-36%	-$129K	0.04%	178
2018 Q4	$325K	Buy	8,316 +2,297	+38%	+$113K	0.07%	114
2018 Q3	$367K	Buy	6,019 +100	+2%	+$6.44K	0.08%	126
2018 Q2	$397K	Sell	5,919 -5,038	-46%	-$346K	0.09%	122
2018 Q1	$710K	Sell	10,957 -29,346	-73%	-$2.05M	0.19%	99
2017 Q4	$2.72M	Sell	40,303 -19,282	-32%	-$1.25M	0.66%	38
2017 Q3	$4.16M	Sell	59,585 -5,235	-8%	-$346K	0.99%	29
2017 Q2	$4.27M	Buy	64,820 +36,523	+129%	+$2.62M	1.19%	28
2017 Q1	$2.21M	Buy	28,297 +14,086	+99%	+$1.15M	0.54%	51
2016 Q4	$1.19M	Sell	14,211 -293	-2%	-$24K	0.33%	67
2016 Q3	$1.14M	Buy	+14,504	New	+$1.15M	0.24%	84

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Merriman Wealth Management's SLB Position: Q1 2020 in Review

Merriman Wealth Management sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 5,319 shares — an estimated $214K sold.

Merriman Wealth Management first reported a position in SLB in Q3 2016 and held it in 13 quarters. The position peaked at $4.27M in Q2 2017. 1,085 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

Merriman Wealth Management reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 5,319 SLB Ltd shares in Q1 2020, an estimated $214K.
Merriman Wealth Management first reported a position in SLB Ltd in Q3 2016 and held it in 13 quarters.
Merriman Wealth Management's SLB Ltd position peaked at $4.27M in Q2 2017.
1,085 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.