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Bellwether Investment Group’s Halliburton HAL Stock Holding History

Bellwether Investment Group’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
Q4 		– Sell
-4,643
Closed -$214K – 66
2017
Q3 		$214K Sell
4,643
-130
-3% -$5.45K 1.01% 49
2017
Q2 		$204K Sell
4,773
-24
-0.5% -$1.1K 0.95% 56
2017
Q1 		$236K Sell
4,797
-4,068
-46% -$219K 0.62% 46
2016
Q4 		$480K Buy
+8,865
New +$442K 0.43% 62
2016
Q2 		$595K Buy
+13,146
New +$541K 0.65% 30

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's HAL Position: Q4 2017 in Review

Bellwether Investment Group sold out of Halliburton (HAL) in Q4 2017, closing a stake of 4,643 shares — an estimated $214K sold.

Bellwether Investment Group first reported a position in HAL in Q2 2016 and held it in 5 quarters. The position peaked at $595K in Q2 2016. 1,010 funds tracked by Wall St. Rank hold HAL as of Q4 2017.

  • Bellwether Investment Group reported no remaining Halliburton position as of Q4 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,643 Halliburton shares in Q4 2017, an estimated $214K.
  • Bellwether Investment Group first reported a position in Halliburton in Q2 2016 and held it in 5 quarters.
  • Bellwether Investment Group's Halliburton position peaked at $595K in Q2 2016.
  • 1,010 funds tracked by Wall St. Rank held Halliburton as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.