Avantax Planning Partners’s Halliburton HAL Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-2,544	Closed	-$103K	–	658
2018 Q3	$103K	Buy	+2,544	New	+$105K	0.01%	341
2018 Q2	–	Sell	-2,506	Closed	-$118K	–	734
2018 Q1	$118K	Buy	+2,506	New	+$124K	0.01%	383

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Avantax Planning Partners's HAL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Halliburton (HAL) in Q4 2018, closing a stake of 2,544 shares — an estimated $103K sold.

Avantax Planning Partners first reported a position in HAL in Q1 2018 and held it in 2 quarters. The position peaked at $118K in Q1 2018. 871 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Avantax Planning Partners reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,544 Halliburton shares in Q4 2018, an estimated $103K.
Avantax Planning Partners first reported a position in Halliburton in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Halliburton position peaked at $118K in Q1 2018.
871 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.