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Paradigm Financial Advisors’s SLB Ltd SLB Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-331
Closed -$32K – 200
2014
Q1 		$32K Sell
331
-554
-63% -$50.1K 0.03% 141
2013
Q4 		$80K Buy
+885
New +$79.9K 0.08% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paradigm Financial Advisors's SLB Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of SLB Ltd (SLB) in Q2 2014, closing a stake of 331 shares — an estimated $32K sold.

Paradigm Financial Advisors first reported a position in SLB in Q4 2013 and held it in 2 quarters. The position peaked at $80K in Q4 2013. 1,526 funds tracked by Wall St. Rank hold SLB as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining SLB Ltd position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 331 SLB Ltd shares in Q2 2014, an estimated $32K.
  • Paradigm Financial Advisors first reported a position in SLB Ltd in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's SLB Ltd position peaked at $80K in Q4 2013.
  • 1,526 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.