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West Coast Financial’s SLB Ltd SLB Stock Holding History

West Coast Financial’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
Q4 		– Sell
-7,664
Closed -$535K – 130
2017
Q3 		$535K Sell
7,664
-500
-6% -$33.1K 0.15% 94
2017
Q2 		$538K Sell
8,164
-3,853
-32% -$276K 0.17% 76
2017
Q1 		$910K Sell
12,017
-2,720
-18% -$222K 0.29% 67
2016
Q4 		$1.23M Sell
14,737
-1,529
-9% -$125K 0.39% 60
2016
Q3 		$1.28M Buy
16,266
+3,155
+24% +$250K 0.41% 63
2016
Q2 		$1.04M Hold
13,111
– – 0.37% 62
2016
Q1 		$967K Buy
13,111
+1,080
+9% +$75.9K 0.4% 54
2015
Q4 		$839K Sell
12,031
-1,440
-11% -$108K 0.35% 63
2015
Q3 		$929K Buy
13,471
+1,988
+17% +$157K 0.41% 57
2015
Q2 		$990K Buy
11,483
+142
+1% +$12.8K 0.43% 56
2015
Q1 		$946K Sell
11,341
-903
-7% -$75.2K 0.44% 55
2014
Q4 		$1.05M Sell
12,244
-495
-4% -$45.5K 0.54% 52
2014
Q3 		$1.29M Sell
12,739
-2,065
-14% -$225K 0.73% 50
2014
Q2 		$1.73M Sell
14,804
-4,889
-25% -$504K 0.91% 48
2014
Q1 		$1.92M Sell
19,693
-4,774
-20% -$432K 0.97% 51
2013
Q4 		$2.21M Buy
24,467
+30
+0.1% +$2.71K 1.14% 47
2013
Q3 		$2.16M Sell
24,437
-10
-0% -$822 1.2% 46
2013
Q2 		$1.75M Buy
+24,447
New +$1.81M 0.96% 52

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

West Coast Financial's SLB Position: Q4 2017 in Review

West Coast Financial sold out of SLB Ltd (SLB) in Q4 2017, closing a stake of 7,664 shares — an estimated $535K sold.

West Coast Financial first reported a position in SLB in Q2 2013 and held it in 18 quarters. The position peaked at $2.21M in Q4 2013. 1,661 funds tracked by Wall St. Rank hold SLB as of Q4 2017.

  • West Coast Financial reported no remaining SLB Ltd position as of Q4 2017 after selling out during the quarter.
  • West Coast Financial sold 7,664 SLB Ltd shares in Q4 2017, an estimated $535K.
  • West Coast Financial first reported a position in SLB Ltd in Q2 2013 and held it in 18 quarters.
  • West Coast Financial's SLB Ltd position peaked at $2.21M in Q4 2013.
  • 1,661 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2017.

Based on West Coast Financial's 13F filing for Q4 2017, filed 19 Jan 2018.