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WBH Advisory’s SLB Ltd SLB Stock Holding History

WBH Advisory’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
2018
Q1 		– Sell
-3,605
Closed -$242K – 230
2017
Q4 		$242K Sell
3,605
-1,536
-30% -$99.5K 0.06% 203
2017
Q3 		$358K Sell
5,141
-455
-8% -$30.1K 0.1% 170
2017
Q2 		$368K Buy
5,596
+2
+0% +$143 0.1% 157
2017
Q1 		$436K Buy
5,594
+164
+3% +$13.4K 0.13% 144
2016
Q4 		$455K Sell
5,430
-238
-4% -$19.5K 0.15% 139
2016
Q3 		$445K Sell
5,668
-300
-5% -$23.8K 0.15% 140
2016
Q2 		$471K Buy
5,968
+160
+3% +$12.3K 0.18% 120
2016
Q1 		$428K Sell
5,808
-74
-1% -$5.2K 0.14% 123
2015
Q4 		$410 Sell
5,882
-149
-2% -$11.2K 0.14% 125
2015
Q3 		$415K Sell
6,031
-180
-3% -$14.3K 0.17% 126
2015
Q2 		$535K Sell
6,211
-349
-5% -$31.5K 0.21% 115
2015
Q1 		$547 Buy
6,560
+130
+2% +$10.8K 0.15% 113
2014
Q4 		$549K Buy
6,430
+155
+2% +$14.3K 0.21% 110
2014
Q3 		$638K Sell
6,275
-24
-0.4% -$2.62K 0.22% 96
2014
Q2 		$743K Buy
6,299
+100
+2% +$10.3K 0.28% 93
2014
Q1 		$604K Sell
6,199
-110
-2% -$9.95K 0.24% 103
2013
Q4 		$568K Buy
6,309
+150
+2% +$13.5K 0.23% 110
2013
Q3 		$544K Sell
6,159
-49
-0.8% -$4.03K 0.24% 107
2013
Q2 		$444K Buy
+6,208
New +$459K 0.21% 121

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return

WBH Advisory's SLB Position: Q1 2018 in Review

WBH Advisory sold out of SLB Ltd (SLB) in Q1 2018, closing a stake of 3,605 shares — an estimated $242K sold.

WBH Advisory first reported a position in SLB in Q2 2013 and held it in 19 quarters. The position peaked at $743K in Q2 2014. 1,671 funds tracked by Wall St. Rank hold SLB as of Q1 2018.

  • WBH Advisory reported no remaining SLB Ltd position as of Q1 2018 after selling out during the quarter.
  • WBH Advisory sold 3,605 SLB Ltd shares in Q1 2018, an estimated $242K.
  • WBH Advisory first reported a position in SLB Ltd in Q2 2013 and held it in 19 quarters.
  • WBH Advisory's SLB Ltd position peaked at $743K in Q2 2014.
  • 1,671 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2018.

Based on WBH Advisory's 13F filing for Q1 2018, filed 30 Apr 2018.