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US Financial Advisors’s SLB Ltd SLB Stock Holding History

US Financial 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
2016
Q2 		– Sell
-132
Closed -$10K – 348
2016
Q1 		$10K Sell
132
-90
-41% -$6.33K 0.02% 216
2015
Q4 		$15K Sell
222
-14
-6% -$1.05K 0.01% 274
2015
Q3 		$16K Buy
236
+14
+6% +$1.11K 0.03% 230
2015
Q2 		$19K Buy
222
+82
+59% +$7.4K 0.02% 189
2015
Q1 		$12K Hold
140
– – 0.01% 250
2014
Q4 		$12K Buy
+140
New +$12.9K 0.01% 233

Other funds holding SLB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Financial Advisors's SLB Position: Q2 2016 in Review

US Financial Advisors sold out of SLB Ltd (SLB) in Q2 2016, closing a stake of 132 shares — an estimated $10K sold.

US Financial Advisors first reported a position in SLB in Q4 2014 and held it in 6 quarters. The position peaked at $19K in Q2 2015. 1,574 funds tracked by Wall St. Rank hold SLB as of Q2 2016.

  • US Financial Advisors reported no remaining SLB Ltd position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 132 SLB Ltd shares in Q2 2016, an estimated $10K.
  • US Financial Advisors first reported a position in SLB Ltd in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's SLB Ltd position peaked at $19K in Q2 2015.
  • 1,574 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.