RWA
SLB icon

River Wealth Advisors’s SLB Ltd SLB Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-4,767
Closed -$172K – 430
2018
Q4 		$172K Sell
4,767
-4,585
-49% -$226K 0.08% 157
2018
Q3 		$570K Sell
9,352
-1,829
-16% -$118K 0.21% 109
2018
Q2 		$749K Sell
11,181
-1,129
-9% -$77.5K 0.29% 95
2018
Q1 		$797K Sell
12,310
-589
-5% -$41.1K 0.34% 97
2017
Q4 		$869K Sell
12,899
-1,926
-13% -$125K 0.36% 95
2017
Q3 		$1.03M Sell
14,825
-1,228
-8% -$81.2K 0.47% 79
2017
Q2 		$1.06M Sell
16,053
-246
-2% -$17.6K 0.49% 74
2017
Q1 		$1.27M Sell
16,299
-527
-3% -$43.1K 0.62% 61
2016
Q4 		$1.41M Sell
16,826
-1,131
-6% -$92.7K 0.72% 54
2016
Q3 		$1.41M Buy
17,957
+303
+2% +$24.1K 0.78% 50
2016
Q2 		$1.4M Buy
17,654
+46
+0.3% +$3.53K 0.8% 43
2016
Q1 		$1.3M Sell
17,608
-150
-0.8% -$10.5K 0.78% 44
2015
Q4 		$1.24M Buy
17,758
+847
+5% +$63.4K 0.78% 44
2015
Q3 		$1.17M Buy
16,911
+2,758
+19% +$218K 0.8% 42
2015
Q2 		$1.22M Buy
14,153
+2,568
+22% +$232K 0.78% 52
2015
Q1 		$967K Buy
+11,585
New +$964K 0.6% 63

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's SLB Position: Q1 2019 in Review

River Wealth Advisors sold out of SLB Ltd (SLB) in Q1 2019, closing a stake of 4,767 shares — an estimated $172K sold.

River Wealth Advisors first reported a position in SLB in Q1 2015 and held it in 16 quarters. The position peaked at $1.41M in Q4 2016. 1,454 funds tracked by Wall St. Rank hold SLB as of Q1 2019.

  • River Wealth Advisors reported no remaining SLB Ltd position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 4,767 SLB Ltd shares in Q1 2019, an estimated $172K.
  • River Wealth Advisors first reported a position in SLB Ltd in Q1 2015 and held it in 16 quarters.
  • River Wealth Advisors's SLB Ltd position peaked at $1.41M in Q4 2016.
  • 1,454 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.