SSWM
SDRL

Smith Salley Wealth Management’s Seadrill Limited Common Stock SDRL Stock Holding History

Smith Salley Wealth Management’s Portfolio SDRL Stock Details SDRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-43
Closed -$403K – 190
2014
Q1 		$403K Buy
43
+12
+39% +$118K 0.25% 78
2013
Q4 		$341K Buy
31
+14
+82% +$165K 0.22% 73
2013
Q3 		$209K Buy
+17
New +$201K 0.17% 81

Other funds holding SDRL

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Smith Salley Wealth Management's SDRL Position: Q2 2014 in Review

Smith Salley Wealth Management sold out of Seadrill Limited Common Stock (SDRL) in Q2 2014, closing a stake of 43 shares — an estimated $403K sold.

Smith Salley Wealth Management first reported a position in SDRL in Q3 2013 and held it in 3 quarters. The position peaked at $403K in Q1 2014. 400 funds tracked by Wall St. Rank hold SDRL as of Q2 2014.

  • Smith Salley Wealth Management reported no remaining Seadrill Limited Common Stock position as of Q2 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 43 Seadrill Limited Common Stock shares in Q2 2014, an estimated $403K.
  • Smith Salley Wealth Management first reported a position in Seadrill Limited Common Stock in Q3 2013 and held it in 3 quarters.
  • Smith Salley Wealth Management's Seadrill Limited Common Stock position peaked at $403K in Q1 2014.
  • 400 funds tracked by Wall St. Rank held Seadrill Limited Common Stock as of Q2 2014.

Based on Smith Salley Wealth Management's 13F filing for Q2 2014, filed 13 Aug 2014.