WIP
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Wellesley Investment Partners’s SLB Ltd SLB Stock Holding History

Wellesley Investment Partners’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
2017
Q3 		– Sell
-3,938
Closed -$259K – 123
2017
Q2 		$259K Buy
3,938
+414
+12% +$29.7K 0.11% 99
2017
Q1 		$275K Buy
3,524
+150
+4% +$12.3K 0.12% 94
2016
Q4 		$283K Buy
+3,374
New +$277K 0.14% 89

Other funds holding SLB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wellesley Investment Partners's SLB Position: Q3 2017 in Review

Wellesley Investment Partners sold out of SLB Ltd (SLB) in Q3 2017, closing a stake of 3,938 shares — an estimated $259K sold.

Wellesley Investment Partners first reported a position in SLB in Q4 2016 and held it in 3 quarters. The position peaked at $283K in Q4 2016. 1,573 funds tracked by Wall St. Rank hold SLB as of Q3 2017.

  • Wellesley Investment Partners reported no remaining SLB Ltd position as of Q3 2017 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,938 SLB Ltd shares in Q3 2017, an estimated $259K.
  • Wellesley Investment Partners first reported a position in SLB Ltd in Q4 2016 and held it in 3 quarters.
  • Wellesley Investment Partners's SLB Ltd position peaked at $283K in Q4 2016.
  • 1,573 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2017.

Based on Wellesley Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.