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Beach Investment Management’s Halliburton HAL Stock Holding History

Beach 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
2017
Q2 		– Sell
-24,110
Closed -$1.19M – 43
2017
Q1 		$1.19M Buy
24,110
+15,640
+185% +$841K 1.86% 23
2016
Q4 		$458K Buy
+8,470
New +$422K 0.78% 35

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 Management's HAL Position: Q2 2017 in Review

Beach Investment Management sold out of Halliburton (HAL) in Q2 2017, closing a stake of 24,110 shares — an estimated $1.19M sold.

Beach Investment Management first reported a position in HAL in Q4 2016 and held it in 2 quarters. The position peaked at $1.19M in Q1 2017. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Beach Investment Management reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
  • Beach Investment Management sold 24,110 Halliburton shares in Q2 2017, an estimated $1.19M.
  • Beach Investment Management first reported a position in Halliburton in Q4 2016 and held it in 2 quarters.
  • Beach Investment Management's Halliburton position peaked at $1.19M in Q1 2017.
  • 952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Beach Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.