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Wealthfront’s SLB Ltd SLB Stock Holding History

Wealthfront’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
Q3 		$290K Sell
4,768
-11,050
-70% -$711K ﹤0.01% 447
2018
Q2 		$1.06M Sell
15,818
-6,096
-28% -$419K 0.01% 238
2018
Q1 		$1.42M Buy
21,914
+8,175
+60% +$571K 0.01% 185
2017
Q4 		$926K Sell
13,739
-2,197
-14% -$142K 0.01% 237
2017
Q3 		$1.11M Sell
15,936
-3,315
-17% -$219K 0.01% 176
2017
Q2 		$1.27M Sell
19,251
-14,826
-44% -$1.06M 0.02% 127
2017
Q1 		$2.66M Sell
34,077
-1,961
-5% -$160K 0.05% 65
2016
Q4 		$3.02M Buy
36,038
+3,978
+12% +$326K 0.07% 53
2016
Q3 		$2.52M Sell
32,060
-1,037
-3% -$82.3K 0.06% 62
2016
Q2 		$2.62M Buy
33,097
+4,959
+18% +$380K 0.07% 51
2016
Q1 		$2.08M Buy
28,138
+21,627
+332% +$1.52M 0.07% 54
2015
Q4 		$454K Sell
6,511
-6,658
-51% -$499K 0.02% 155
2015
Q3 		$908K Buy
13,169
+4,035
+44% +$319K 0.04% 87
2015
Q2 		$787K Buy
9,134
+2,140
+31% +$193K 0.03% 70
2015
Q1 		$584K Buy
6,994
+5,346
+324% +$445K 0.03% 73
2014
Q4 		$141K Sell
1,648
-5,354
-76% -$493K 0.01% 290
2014
Q3 		$712K Buy
7,002
+598
+9% +$65.2K 0.05% 47
2014
Q2 		$752K Buy
6,404
+1,932
+43% +$199K 0.07% 25
2014
Q1 		$438K Buy
+4,472
New +$405K 0.05% 27

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wealthfront's SLB Position: Q3 2018 in Review

Wealthfront reduced its SLB Ltd (SLB) stake by 70% in Q3 2018, selling an estimated $711K and leaving 4,768 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Wealthfront first reported a position in SLB in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.02M in Q4 2016. 1,601 funds tracked by Wall St. Rank hold SLB as of Q3 2018.

  • Wealthfront held 4,768 shares of SLB Ltd worth $290K as of Q3 2018.
  • Wealthfront sold 11,050 SLB Ltd shares in Q3 2018, an estimated $711K.
  • SLB Ltd made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #447 holding.
  • Wealthfront first reported a position in SLB Ltd in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's SLB Ltd position peaked at $3.02M in Q4 2016.
  • 1,601 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.