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Asset Planning Services (Pennsylvania)’s Halliburton HAL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-1,265
Closed -$24K – 145
2019
Q3 		$24K Buy
1,265
+11
+0.9% +$228 0.01% 162
2019
Q2 		$29K Buy
1,254
+10
+0.8% +$260 0.01% 150
2019
Q1 		$36K Buy
1,244
+8
+0.6% +$242 0.02% 145
2018
Q4 		$33K Sell
1,236
-116
-9% -$3.91K 0.02% 143
2018
Q3 		$49K Buy
1,352
+5
+0.4% +$207 0.02% 129
2018
Q2 		$61K Buy
1,347
+5
+0.4% +$249 0.03% 115
2018
Q1 		$63K Buy
1,342
+4
+0.3% +$197 0.03% 116
2017
Q4 		$65K Buy
1,338
+5
+0.4% +$220 0.03% 119
2017
Q3 		$61K Buy
1,333
+5
+0.4% +$209 0.03% 129
2017
Q2 		$57K Buy
1,328
+5
+0.4% +$230 0.04% 128
2017
Q1 		$65K Buy
1,323
+603
+84% +$32.4K 0.04% 130
2016
Q4 		$39K Sell
720
-140
-16% -$6.98K 0.03% 144
2016
Q3 		$39K Sell
860
-35
-4% -$1.53K 0.03% 138
2016
Q2 		$41K Sell
895
-35
-4% -$1.44K 0.04% 148
2016
Q1 		$33K Sell
930
-40
-4% -$1.3K 0.03% 152
2015
Q4 		$33K Sell
970
-125
-11% -$4.71K 0.03% 122
2015
Q3 		$39K Hold
1,095
– – 0.04% 107
2015
Q2 		$47K Buy
+1,095
New +$50.4K 0.05% 119

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HAL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Halliburton (HAL) in Q4 2019, closing a stake of 1,265 shares — an estimated $24K sold.

Asset Planning Services (Pennsylvania) first reported a position in HAL in Q2 2015 and held it in 18 quarters. The position peaked at $65K in Q4 2017. 761 funds tracked by Wall St. Rank hold HAL as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Halliburton position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,265 Halliburton shares in Q4 2019, an estimated $24K.
  • Asset Planning Services (Pennsylvania) first reported a position in Halliburton in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Halliburton position peaked at $65K in Q4 2017.
  • 761 funds tracked by Wall St. Rank held Halliburton as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.