REDW Wealth’s SLB Ltd SLB Stock Holding History

REDW Wealth’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	-4,020	Closed	-$280K	–	89
2017 Q3	$280K	Hold	4,020	–	–	0.23%	54
2017 Q2	$265K	Sell	4,020 -180	-4%	-$12.9K	0.26%	57
2017 Q1	$328K	Sell	4,200 -220	-5%	-$18K	0.33%	47
2016 Q4	$371K	Buy	+4,420	New	+$362K	0.42%	39

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

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

REDW Wealth's SLB Position: Q4 2017 in Review

REDW Wealth sold out of SLB Ltd (SLB) in Q4 2017, closing a stake of 4,020 shares — an estimated $280K sold.

REDW Wealth first reported a position in SLB in Q4 2016 and held it in 4 quarters. The position peaked at $371K in Q4 2016. 1,662 funds tracked by Wall St. Rank hold SLB as of Q4 2017.

REDW Wealth reported no remaining SLB Ltd position as of Q4 2017 after selling out during the quarter.
REDW Wealth sold 4,020 SLB Ltd shares in Q4 2017, an estimated $280K.
REDW Wealth first reported a position in SLB Ltd in Q4 2016 and held it in 4 quarters.
REDW Wealth's SLB Ltd position peaked at $371K in Q4 2016.
1,662 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2017.

Based on REDW Wealth's 13F filing for Q4 2017, filed 5 Feb 2018.