AWM
HAL icon

Aries Wealth Management’s Halliburton HAL Stock Holding History

Aries 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
Q3 		– Sell
-5,481
Closed -$233K – 139
2018
Q2 		$233K Hold
5,481
– – 0.22% 110
2018
Q1 		$268K Buy
5,481
+1,144
+26% +$56.5K 0.26% 98
2017
Q4 		$230K Buy
+4,337
New +$191K 0.21% 106

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aries Wealth Management's HAL Position: Q3 2018 in Review

Aries Wealth Management sold out of Halliburton (HAL) in Q3 2018, closing a stake of 5,481 shares — an estimated $233K sold.

Aries Wealth Management first reported a position in HAL in Q4 2017 and held it in 3 quarters. The position peaked at $268K in Q1 2018. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Aries Wealth Management reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
  • Aries Wealth Management sold 5,481 Halliburton shares in Q3 2018, an estimated $233K.
  • Aries Wealth Management first reported a position in Halliburton in Q4 2017 and held it in 3 quarters.
  • Aries Wealth Management's Halliburton position peaked at $268K in Q1 2018.
  • 962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Aries Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.