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Wealth Architects’s SLB Ltd SLB Stock Holding History

Wealth Architects’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
Q4 		– Sell
-5,485
Closed -$334K – 141
2018
Q3 		$334K Buy
5,485
+137
+3% +$8.82K 0.1% 90
2018
Q2 		$358K Sell
5,348
-16
-0.3% -$1.1K 0.12% 73
2018
Q1 		$348K Sell
5,364
-583
-10% -$40.7K 0.12% 74
2017
Q4 		$401K Sell
5,947
-38
-0.6% -$2.46K 0.13% 74
2017
Q3 		$418K Sell
5,985
-19
-0.3% -$1.26K 0.15% 71
2017
Q2 		$395K Buy
6,004
+2,001
+50% +$143K 0.15% 74
2017
Q1 		$313K Buy
4,003
+13
+0.3% +$1.06K 0.12% 83
2016
Q4 		$335K Sell
3,990
-509
-11% -$41.7K 0.15% 79
2016
Q3 		$353K Buy
4,499
+2
+0% +$159 0.16% 74
2016
Q2 		$355K Sell
4,497
-354
-7% -$27.1K 0.17% 79
2016
Q1 		$358K Sell
4,851
-426
-8% -$30K 0.18% 73
2015
Q4 		$368K Sell
5,277
-10
-0.2% -$749 0.18% 78
2015
Q3 		$365K Sell
5,287
-1,330
-20% -$105K 0.2% 72
2015
Q2 		$570K Buy
6,617
+1,481
+29% +$134K 0.31% 50
2015
Q1 		$429K Sell
5,136
-99
-2% -$8.24K 0.25% 52
2014
Q4 		$447K Buy
+5,235
New +$482K 0.26% 55

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Architects's SLB Position: Q4 2018 in Review

Wealth Architects sold out of SLB Ltd (SLB) in Q4 2018, closing a stake of 5,485 shares — an estimated $334K sold.

Wealth Architects first reported a position in SLB in Q4 2014 and held it in 16 quarters. The position peaked at $570K in Q2 2015. 1,420 funds tracked by Wall St. Rank hold SLB as of Q4 2018.

  • Wealth Architects reported no remaining SLB Ltd position as of Q4 2018 after selling out during the quarter.
  • Wealth Architects sold 5,485 SLB Ltd shares in Q4 2018, an estimated $334K.
  • Wealth Architects first reported a position in SLB Ltd in Q4 2014 and held it in 16 quarters.
  • Wealth Architects's SLB Ltd position peaked at $570K in Q2 2015.
  • 1,420 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2018.

Based on Wealth Architects's 13F filing for Q4 2018, filed 17 Jan 2019.