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Squar Milner Financial Services’s SLB Ltd SLB Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-2,945
Closed -$117K – 625
2019
Q2 		$117K Sell
2,945
-810
-22% -$32.7K 0.08% 251
2019
Q1 		$163K Buy
3,755
+3,235
+622% +$140K 0.12% 190
2018
Q4 		$19K Sell
520
-1,895
-78% -$93.5K 0.02% 400
2018
Q3 		$147K Buy
2,415
+80
+3% +$5.15K 0.13% 195
2018
Q2 		$157K Buy
+2,335
New +$160K 0.14% 192

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Squar Milner Financial Services's SLB Position: Q3 2019 in Review

Squar Milner Financial Services sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 2,945 shares — an estimated $117K sold.

Squar Milner Financial Services first reported a position in SLB in Q2 2018 and held it in 5 quarters. The position peaked at $163K in Q1 2019. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

  • Squar Milner Financial Services reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,945 SLB Ltd shares in Q3 2019, an estimated $117K.
  • Squar Milner Financial Services first reported a position in SLB Ltd in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's SLB Ltd position peaked at $163K in Q1 2019.
  • 1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.