WA
SLB icon

WFG Advisors’s SLB Ltd SLB Stock Holding History

WFG Advisors’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
Q2 		$746K Buy
11,332
+3,853
+52% +$276K 0.17% 142
2017
Q1 		$584K Sell
7,479
-967
-11% -$79.1K 0.16% 152
2016
Q4 		$709K Sell
8,446
-615
-7% -$50.4K 0.17% 152
2016
Q3 		$713K Buy
9,061
+562
+7% +$44.6K 0.18% 138
2016
Q2 		$672K Buy
8,499
+474
+6% +$36.3K 0.18% 138
2016
Q1 		$592K Buy
8,025
+1,307
+19% +$91.9K 0.17% 149
2015
Q4 		$469K Sell
6,718
-677
-9% -$50.7K 0.14% 172
2015
Q3 		$510K Sell
7,395
-1,282
-15% -$101K 0.16% 155
2015
Q2 		$748K Buy
8,677
+1,623
+23% +$146K 0.21% 116
2015
Q1 		$589K Sell
7,054
-883
-11% -$73.5K 0.16% 141
2014
Q4 		$678K Buy
7,937
+4,715
+146% +$434K 0.14% 168
2014
Q3 		$328K Sell
3,222
-221
-6% -$24.1K 0.06% 340
2014
Q2 		$406K Sell
3,443
-277
-7% -$28.5K 0.08% 297
2014
Q1 		$363K Sell
3,720
-3,157
-46% -$286K 0.07% 307
2013
Q4 		$620K Sell
6,877
-548
-7% -$49.5K 0.09% 261
2013
Q3 		$656K Sell
7,425
-247
-3% -$20.3K 0.1% 228
2013
Q2 		$550K Buy
+7,672
New +$568K 0.09% 244

Other funds holding SLB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's SLB Position: Q2 2017 in Review

WFG Advisors increased its SLB Ltd (SLB) stake by 52% in Q2 2017, buying an estimated $276K and bringing the position to 11,332 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #142.

WFG Advisors first reported a position in SLB in Q2 2013 and has held it in 17 quarters since. The position peaked at $748K in Q2 2015. 1,595 funds tracked by Wall St. Rank hold SLB as of Q2 2017.

  • WFG Advisors held 11,332 shares of SLB Ltd worth $746K as of Q2 2017.
  • WFG Advisors bought 3,853 SLB Ltd shares in Q2 2017, an estimated $276K.
  • SLB Ltd made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #142 holding.
  • WFG Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's SLB Ltd position peaked at $748K in Q2 2015.
  • 1,595 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.