PWM
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Patriot Wealth Management’s SLB Ltd SLB Stock Holding History

Patriot 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
2017
Q4 		– Sell
-101,233
Closed -$7.06M – 94
2017
Q3 		$7.06M Sell
101,233
-48
-0% -$3.17K 1.14% 29
2017
Q2 		$6.67M Buy
101,281
+3,690
+4% +$264K 1.12% 31
2017
Q1 		$7.62M Buy
+97,591
New +$7.98M 1.22% 24

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $60.8B AUM 26.63% 1-Year Est. Return

Patriot Wealth Management's SLB Position: Q4 2017 in Review

Patriot Wealth Management sold out of SLB Ltd (SLB) in Q4 2017, closing a stake of 101,233 shares — an estimated $7.06M sold.

Patriot Wealth Management first reported a position in SLB in Q1 2017 and held it in 3 quarters. The position peaked at $7.62M in Q1 2017. 1,663 funds tracked by Wall St. Rank hold SLB as of Q4 2017.

  • Patriot Wealth Management reported no remaining SLB Ltd position as of Q4 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 101,233 SLB Ltd shares in Q4 2017, an estimated $7.06M.
  • Patriot Wealth Management first reported a position in SLB Ltd in Q1 2017 and held it in 3 quarters.
  • Patriot Wealth Management's SLB Ltd position peaked at $7.62M in Q1 2017.
  • 1,663 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.