XWM
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Xcel Wealth Management’s SLB Ltd SLB Stock Holding History

Xcel Wealth Management’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
2020
Q1 		– Sell
-6,704
Closed -$269K – 81
2019
Q4 		$269K Buy
+6,704
New +$239K 0.22% 64
2019
Q3 		– Sell
-6,479
Closed -$257K – 75
2019
Q2 		$257K Sell
6,479
-300
-4% -$12.1K 0.25% 66
2019
Q1 		$295K Buy
+6,779
New +$293K 0.3% 63

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Xcel Wealth Management's SLB Position: Q1 2020 in Review

Xcel Wealth Management sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 6,704 shares — an estimated $269K sold.

Xcel Wealth Management first reported a position in SLB in Q1 2019 and held it in 3 quarters. The position peaked at $295K in Q1 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Xcel Wealth Management reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 6,704 SLB Ltd shares in Q1 2020, an estimated $269K.
  • Xcel Wealth Management first reported a position in SLB Ltd in Q1 2019 and held it in 3 quarters.
  • Xcel Wealth Management's SLB Ltd position peaked at $295K in Q1 2019.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Xcel Wealth Management's 13F filing for Q1 2020, filed 7 Apr 2020.