Regal Wealth Group’s SLB Ltd SLB Stock Holding History

Regal Wealth Group’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
2016 Q4	–	Sell	-90	Closed	-$7K	–	183
2016 Q3	$7K	Hold	90	–	–	0.01%	130
2016 Q2	$7K	Buy	+90	New	+$6.9K	0.01%	129

Other funds holding SLB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Regal Wealth Group's SLB Position: Q4 2016 in Review

Regal Wealth Group sold out of SLB Ltd (SLB) in Q4 2016, closing a stake of 90 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in SLB in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2016.

Regal Wealth Group reported no remaining SLB Ltd position as of Q4 2016 after selling out during the quarter.
Regal Wealth Group sold 90 SLB Ltd shares in Q4 2016, an estimated $7K.
Regal Wealth Group first reported a position in SLB Ltd in Q2 2016 and held it in 2 quarters.
Regal Wealth Group's SLB Ltd position peaked at $7K in Q3 2016.
1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.