Principle Wealth Partners’s SLB Ltd SLB Stock Holding History

Principle Wealth Partners’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
2019 Q4	–	Sell	-6,529	Closed	-$214K	–	172
2019 Q3	$214K	Buy	+6,529	New	+$239K	0.07%	153
2019 Q2	–	Sell	-6,195	Closed	-$270K	–	143
2019 Q1	$270K	Buy	+6,195	New	+$268K	0.15%	108

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Principle Wealth Partners's SLB Position: Q4 2019 in Review

Principle Wealth Partners sold out of SLB Ltd (SLB) in Q4 2019, closing a stake of 6,529 shares — an estimated $214K sold.

Principle Wealth Partners first reported a position in SLB in Q1 2019 and held it in 2 quarters. The position peaked at $270K in Q1 2019. 1,353 funds tracked by Wall St. Rank hold SLB as of Q4 2019.

Principle Wealth Partners reported no remaining SLB Ltd position as of Q4 2019 after selling out during the quarter.
Principle Wealth Partners sold 6,529 SLB Ltd shares in Q4 2019, an estimated $214K.
Principle Wealth Partners first reported a position in SLB Ltd in Q1 2019 and held it in 2 quarters.
Principle Wealth Partners's SLB Ltd position peaked at $270K in Q1 2019.
1,353 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2019.

Based on Principle Wealth Partners's 13F filing for Q4 2019, filed 4 Feb 2020.