AIA
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Alera Investment Advisors’s Halliburton HAL Stock Holding History

Alera Investment Advisors’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-716
Closed -$21K – 456
2019
Q1 		$21K Buy
716
+304
+74% +$9.18K 0.01% 283
2018
Q4 		$11K Buy
+412
New +$13.9K 0.01% 407

Other funds holding HAL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Alera Investment Advisors's HAL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Halliburton (HAL) in Q2 2019, closing a stake of 716 shares — an estimated $21K sold.

Alera Investment Advisors first reported a position in HAL in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 716 Halliburton shares in Q2 2019, an estimated $21K.
  • Alera Investment Advisors first reported a position in Halliburton in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Halliburton position peaked at $21K in Q1 2019.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.