PHAM
SLB icon

Palisades Hudson Asset Management’s SLB Ltd SLB Stock Holding History

Palisades Hudson Asset 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
2014
Q4 		– Sell
-2,220
Closed -$226K – 93
2014
Q3 		$226K Hold
2,220
– – 0.19% 73
2014
Q2 		$262K Hold
2,220
– – 0.22% 59
2014
Q1 		$216K Hold
2,220
– – 0.19% 66
2013
Q4 		$200K Buy
+2,220
New +$200K 0.17% 67

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Palisades Hudson Asset Management's SLB Position: Q4 2014 in Review

Palisades Hudson Asset Management sold out of SLB Ltd (SLB) in Q4 2014, closing a stake of 2,220 shares — an estimated $226K sold.

Palisades Hudson Asset Management first reported a position in SLB in Q4 2013 and held it in 4 quarters. The position peaked at $262K in Q2 2014. 1,570 funds tracked by Wall St. Rank hold SLB as of Q4 2014.

  • Palisades Hudson Asset Management reported no remaining SLB Ltd position as of Q4 2014 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 2,220 SLB Ltd shares in Q4 2014, an estimated $226K.
  • Palisades Hudson Asset Management first reported a position in SLB Ltd in Q4 2013 and held it in 4 quarters.
  • Palisades Hudson Asset Management's SLB Ltd position peaked at $262K in Q2 2014.
  • 1,570 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2014.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2014, filed 4 Feb 2015.