MCIA
SLB icon

Mountain Capital Investment Advisors’s SLB Ltd SLB Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-1,646
Closed -$115K – 359
2017
Q3 		$115K Buy
1,646
+27
+2% +$1.78K 0.1% 61
2017
Q2 		$107K Buy
+1,619
New +$116K 0.1% 84

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mountain Capital Investment Advisors's SLB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of SLB Ltd (SLB) in Q4 2017, closing a stake of 1,646 shares — an estimated $115K sold.

Mountain Capital Investment Advisors first reported a position in SLB in Q2 2017 and held it in 2 quarters. The position peaked at $115K in Q3 2017. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining SLB Ltd position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,646 SLB Ltd shares in Q4 2017, an estimated $115K.
  • Mountain Capital Investment Advisors first reported a position in SLB Ltd in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's SLB Ltd position peaked at $115K in Q3 2017.
  • 1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.