Aspen Investment Management’s Halliburton HAL Stock Holding History

Aspen Investment 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	-4,636	Closed	-$209K	–	148
2018 Q2	$209K	Sell	4,636 -200	-4%	-$9.96K	0.14%	139
2018 Q1	$227K	Hold	4,836	–	–	0.16%	129
2017 Q4	$236K	Hold	4,836	–	–	0.17%	129
2017 Q3	$223K	Hold	4,836	–	–	0.17%	125
2017 Q2	$207K	Hold	4,836	–	–	0.16%	124
2017 Q1	$238K	Buy	4,836 +6	+0.1%	+$323	0.18%	118
2016 Q4	$261K	Hold	4,830	–	–	0.2%	111
2016 Q3	$217K	Sell	4,830 -100	-2%	-$4.37K	0.17%	117
2016 Q2	$223K	Buy	+4,930	New	+$203K	0.18%	116
2015 Q3	–	Sell	-5,440	Closed	-$234K	–	122
2015 Q2	$234K	Sell	5,440 -952	-15%	-$43.9K	0.2%	112
2015 Q1	$280K	Buy	6,392 +260	+4%	+$10.8K	0.22%	103
2014 Q4	$241K	Sell	6,132 -600	-9%	-$29.2K	0.2%	108
2014 Q3	$434K	Sell	6,732 -300	-4%	-$20.6K	0.36%	72
2014 Q2	$499K	Sell	7,032 -300	-4%	-$19.2K	0.3%	86
2014 Q1	$432K	Sell	7,332 -30	-0.4%	-$1.6K	0.28%	91
2013 Q4	$374K	Sell	7,362 -260	-3%	-$13.4K	0.25%	93
2013 Q3	$367K	Sell	7,622 -110	-1%	-$5.15K	0.26%	90
2013 Q2	$323K	Buy	+7,732	New	+$323K	0.22%	90

Other funds holding HAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspen Investment Management's HAL Position: Q3 2018 in Review

Aspen Investment Management sold out of Halliburton (HAL) in Q3 2018, closing a stake of 4,636 shares — an estimated $209K sold.

Aspen Investment Management first reported a position in HAL in Q2 2013 and held it in 18 quarters. The position peaked at $499K in Q2 2014. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

Aspen Investment Management reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
Aspen Investment Management sold 4,636 Halliburton shares in Q3 2018, an estimated $209K.
Aspen Investment Management first reported a position in Halliburton in Q2 2013 and held it in 18 quarters.
Aspen Investment Management's Halliburton position peaked at $499K in Q2 2014.
962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Aspen Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.