Apriem Advisors’s Halliburton HAL Stock Holding History

Apriem 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
2018 Q3	–	Sell	-3,326	Closed	-$150K	–	235
2018 Q2	$150K	Buy	+3,326	New	+$166K	0.03%	145
2017 Q2	–	Sell	-3,792	Closed	-$187K	–	300
2017 Q1	$187K	Sell	3,792 -435	-10%	-$23.4K	0.05%	129
2016 Q4	$229K	Buy	4,227 +457	+12%	+$22.8K	0.07%	114
2016 Q3	$169K	Buy	3,770 +2,926	+347%	+$128K	0.05%	125
2016 Q2	$38K	Buy	844 +400	+90%	+$16.5K	0.01%	258
2016 Q1	$16K	Buy	444 +344	+344%	+$11.2K	0.01%	329
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	476
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	430
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	519
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	487
2014 Q4	$4K	Buy	+100	New	+$4.87K	﹤0.01%	443

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apriem Advisors's HAL Position: Q3 2018 in Review

Apriem Advisors sold out of Halliburton (HAL) in Q3 2018, closing a stake of 3,326 shares — an estimated $150K sold.

Apriem Advisors first reported a position in HAL in Q4 2014 and held it in 11 quarters. The position peaked at $229K in Q4 2016. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

Apriem Advisors reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 3,326 Halliburton shares in Q3 2018, an estimated $150K.
Apriem Advisors first reported a position in Halliburton in Q4 2014 and held it in 11 quarters.
Apriem Advisors's Halliburton position peaked at $229K in Q4 2016.
962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.