BIC
HAL icon

Beach Investment Counsel’s Halliburton HAL Stock Holding History

Beach Investment Counsel’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
2017
Q2 		– Sell
-258,283
Closed -$12.7M – 160
2017
Q1 		$12.7M Buy
258,283
+178,313
+223% +$9.59M 1.37% 25
2016
Q4 		$4.33M Buy
+79,970
New +$3.99M 0.49% 46

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beach Investment Counsel's HAL Position: Q2 2017 in Review

Beach Investment Counsel sold out of Halliburton (HAL) in Q2 2017, closing a stake of 258,283 shares — an estimated $12.7M sold.

Beach Investment Counsel first reported a position in HAL in Q4 2016 and held it in 2 quarters. The position peaked at $12.7M in Q1 2017. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Beach Investment Counsel reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
  • Beach Investment Counsel sold 258,283 Halliburton shares in Q2 2017, an estimated $12.7M.
  • Beach Investment Counsel first reported a position in Halliburton in Q4 2016 and held it in 2 quarters.
  • Beach Investment Counsel's Halliburton position peaked at $12.7M in Q1 2017.
  • 952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Beach Investment Counsel's 13F filing for Q2 2017, filed 31 Jul 2017.