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

PRW 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
2019
Q2 		– Sell
-455
Closed -$20K – 570
2019
Q1 		$20K Sell
455
-125
-22% -$5.4K 0.02% 230
2018
Q4 		$22K Buy
+580
New +$28.6K 0.03% 225

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

PRW Wealth Management's SLB Position: Q2 2019 in Review

PRW Wealth Management sold out of SLB Ltd (SLB) in Q2 2019, closing a stake of 455 shares — an estimated $20K sold.

PRW Wealth Management first reported a position in SLB in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2018. 1,375 funds tracked by Wall St. Rank hold SLB as of Q2 2019.

  • PRW Wealth Management reported no remaining SLB Ltd position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 455 SLB Ltd shares in Q2 2019, an estimated $20K.
  • PRW Wealth Management first reported a position in SLB Ltd in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's SLB Ltd position peaked at $22K in Q4 2018.
  • 1,375 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.