AWM
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Altium Wealth Management’s Halliburton HAL Stock Holding History

Altium Wealth Management’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
2018
Q4 		– Sell
-8,806
Closed -$357K – 286
2018
Q3 		$357K Sell
8,806
-1,009
-10% -$41.7K 0.07% 193
2018
Q2 		$442K Sell
9,815
-159
-2% -$7.92K 0.12% 131
2018
Q1 		$468K Buy
9,974
+497
+5% +$24.5K 0.18% 89
2017
Q4 		$463K Buy
+9,477
New +$418K 0.21% 83

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Altium Wealth Management's HAL Position: Q4 2018 in Review

Altium Wealth Management sold out of Halliburton (HAL) in Q4 2018, closing a stake of 8,806 shares — an estimated $357K sold.

Altium Wealth Management first reported a position in HAL in Q4 2017 and held it in 4 quarters. The position peaked at $468K in Q1 2018. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Altium Wealth Management reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 8,806 Halliburton shares in Q4 2018, an estimated $357K.
  • Altium Wealth Management first reported a position in Halliburton in Q4 2017 and held it in 4 quarters.
  • Altium Wealth Management's Halliburton position peaked at $468K in Q1 2018.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.