BRWM
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B. Riley Wealth Management’s Halliburton HAL Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-2,040
Closed -$87K – 387
2015
Q2 		$87K Hold
2,040
– – 0.07% 298
2015
Q1 		$89K Sell
2,040
-901
-31% -$37.6K 0.07% 307
2014
Q4 		$115K Buy
2,941
+201
+7% +$9.78K 0.09% 243
2014
Q3 		$176K Sell
2,740
-3,628
-57% -$249K 0.13% 216
2014
Q2 		$452K Buy
6,368
+4,528
+246% +$290K 0.29% 85
2014
Q1 		$108K Buy
+1,840
New +$98.3K 0.08% 300

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

B. Riley Wealth Management's HAL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Halliburton (HAL) in Q3 2015, closing a stake of 2,040 shares — an estimated $87K sold.

B. Riley Wealth Management first reported a position in HAL in Q1 2014 and held it in 6 quarters. The position peaked at $452K in Q2 2014. 921 funds tracked by Wall St. Rank hold HAL as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Halliburton position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,040 Halliburton shares in Q3 2015, an estimated $87K.
  • B. Riley Wealth Management first reported a position in Halliburton in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Halliburton position peaked at $452K in Q2 2014.
  • 921 funds tracked by Wall St. Rank held Halliburton as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.