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Smith & Howard Wealth Management’s SLB Ltd SLB Stock Holding History

Smith & Howard 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
2014
Q1 		– Sell
-30
Closed -$3K – 186
2013
Q4 		$3K Hold
30
– – ﹤0.01% 235
2013
Q3 		$3K Hold
30
– – ﹤0.01% 241
2013
Q2 		$2K Buy
+30
New +$2.22K ﹤0.01% 220

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Smith & Howard Wealth Management's SLB Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of SLB Ltd (SLB) in Q1 2014, closing a stake of 30 shares — an estimated $3K sold.

Smith & Howard Wealth Management first reported a position in SLB in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 1,485 funds tracked by Wall St. Rank hold SLB as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining SLB Ltd position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 30 SLB Ltd shares in Q1 2014, an estimated $3K.
  • Smith & Howard Wealth Management first reported a position in SLB Ltd in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's SLB Ltd position peaked at $3K in Q4 2013.
  • 1,485 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.