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Private Wealth Advisors (Pennsylvania)’s SLB Ltd SLB Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-7,440
Closed -$253K – 121
2019
Q4 		$253K Sell
7,440
-3,443
-32% -$123K 0.13% 112
2019
Q3 		$372K Sell
10,883
-4,516
-29% -$165K 0.19% 104
2019
Q2 		$612K Sell
15,399
-858
-5% -$34.6K 0.22% 92
2019
Q1 		$708K Buy
16,257
+396
+2% +$17.1K 0.26% 86
2018
Q4 		$572K Sell
15,861
-6,159
-28% -$304K 0.25% 89
2018
Q3 		$1.34M Sell
22,020
-657
-3% -$42.3K 0.5% 60
2018
Q2 		$1.52M Sell
22,677
-1,378
-6% -$94.6K 0.61% 49
2018
Q1 		$1.56M Sell
24,055
-1,027
-4% -$71.7K 0.62% 48
2017
Q4 		$1.69M Sell
25,082
-259
-1% -$16.8K 0.65% 46
2017
Q3 		$1.77M Sell
25,341
-122
-0.5% -$8.07K 0.73% 45
2017
Q2 		$1.68M Buy
25,463
+2,455
+11% +$176K 0.72% 44
2017
Q1 		$1.8M Buy
23,008
+783
+4% +$64K 0.81% 40
2016
Q4 		$1.87M Sell
22,225
-177
-0.8% -$14.5K 0.87% 40
2016
Q3 		$1.76M Buy
22,402
+3
+0% +$238 0.84% 41
2016
Q2 		$1.77M Sell
22,399
-2,524
-10% -$193K 0.87% 39
2016
Q1 		$1.84M Buy
24,923
+3,143
+14% +$221K 0.98% 35
2015
Q4 		$1.52M Sell
21,780
-1,659
-7% -$124K 0.85% 36
2015
Q3 		$1.62M Buy
23,439
+2,702
+13% +$214K 0.81% 40
2015
Q2 		$1.79M Buy
20,737
+2,491
+14% +$225K 0.81% 38
2015
Q1 		$1.52M Buy
18,246
+5,251
+40% +$437K 0.71% 42
2014
Q4 		$1.11M Buy
12,995
+1,138
+10% +$105K 0.54% 57
2014
Q3 		$1.21M Buy
11,857
+66
+0.6% +$7.2K 0.64% 56
2014
Q2 		$1.39M Buy
11,791
+32
+0.3% +$3.3K 0.71% 51
2014
Q1 		$1.15M Buy
11,759
+522
+5% +$47.2K 0.62% 56
2013
Q4 		$1.01M Sell
11,237
-675
-6% -$60.9K 0.55% 57
2013
Q3 		$1.05M Buy
11,912
+445
+4% +$36.6K 0.62% 53
2013
Q2 		$822K Buy
+11,467
New +$849K 0.51% 62

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s SLB Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 7,440 shares — an estimated $253K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in SLB in Q2 2013 and held it in 27 quarters. The position peaked at $1.87M in Q4 2016. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 7,440 SLB Ltd shares in Q1 2020, an estimated $253K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in SLB Ltd in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s SLB Ltd position peaked at $1.87M in Q4 2016.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.