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Wharton Business Group’s SLB Ltd SLB Stock Holding History

Wharton Business Group’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
2014
Q2 		– Sell
-96,045
Closed -$9.36M – 155
2014
Q1 		$9.36M Hold
96,045
– – 0.75% 39
2013
Q4 		$8.65M Buy
96,045
+480
+0.5% +$43.3K 0.73% 41
2013
Q3 		$8.44M Hold
95,565
– – 0.71% 44
2013
Q2 		$6.85M Buy
+95,565
New +$7.07M 0.6% 51

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wharton Business Group's SLB Position: Q2 2014 in Review

Wharton Business Group sold out of SLB Ltd (SLB) in Q2 2014, closing a stake of 96,045 shares — an estimated $9.36M sold.

Wharton Business Group first reported a position in SLB in Q2 2013 and held it in 4 quarters. The position peaked at $9.36M in Q1 2014. 1,526 funds tracked by Wall St. Rank hold SLB as of Q2 2014.

  • Wharton Business Group reported no remaining SLB Ltd position as of Q2 2014 after selling out during the quarter.
  • Wharton Business Group sold 96,045 SLB Ltd shares in Q2 2014, an estimated $9.36M.
  • Wharton Business Group first reported a position in SLB Ltd in Q2 2013 and held it in 4 quarters.
  • Wharton Business Group's SLB Ltd position peaked at $9.36M in Q1 2014.
  • 1,526 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2014.

Based on Wharton Business Group's 13F filing for Q2 2014, filed 11 Aug 2014.