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Aris Wealth Services’s Halliburton HAL Stock Holding History

Aris Wealth Services’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
2015
Q3 		$2K Sell
62
-90
-59% -$3.54K ﹤0.01% 324
2015
Q2 		$7K Buy
152
+32
+27% +$1.47K 0.01% 400
2015
Q1 		$5K Buy
+120
New +$5K ﹤0.01% 409

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aris Wealth Services's HAL Position: Q3 2015 in Review

Aris Wealth Services reduced its Halliburton (HAL) stake by 59% in Q3 2015, selling an estimated $3.54K and leaving 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Aris Wealth Services first reported a position in HAL in Q1 2015 and has held it in 3 quarters since. The position peaked at $7K in Q2 2015. 921 funds tracked by Wall St. Rank hold HAL as of Q3 2015.

  • Aris Wealth Services held 62 shares of Halliburton worth $2K as of Q3 2015.
  • Aris Wealth Services sold 90 Halliburton shares in Q3 2015, an estimated $3.54K.
  • Halliburton made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #324 holding.
  • Aris Wealth Services first reported a position in Halliburton in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Halliburton position peaked at $7K in Q2 2015.
  • 921 funds tracked by Wall St. Rank held Halliburton as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.