BFO
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Boston Family Office’s Halliburton HAL Stock Holding History

Boston Family Office’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
-7,900
Closed -$320K – 255
2018
Q3 		$320K Sell
7,900
-500
-6% -$20.7K 0.03% 232
2018
Q2 		$379K Sell
8,400
-150
-2% -$7.47K 0.04% 217
2018
Q1 		$401K Hold
8,550
– – 0.05% 208
2017
Q4 		$418K Hold
8,550
– – 0.05% 207
2017
Q3 		$394K Sell
8,550
-200
-2% -$8.38K 0.04% 212
2017
Q2 		$374K Hold
8,750
– – 0.04% 212
2017
Q1 		$431K Sell
8,750
-100
-1% -$5.38K 0.05% 197
2016
Q4 		$479K Sell
8,850
-200
-2% -$9.97K 0.06% 190
2016
Q3 		$406K Hold
9,050
– – 0.05% 195
2016
Q2 		$410K Sell
9,050
-200
-2% -$8.23K 0.05% 194
2016
Q1 		$330K Hold
9,250
– – 0.04% 206
2015
Q4 		$315K Sell
9,250
-250
-3% -$9.43K 0.04% 203
2015
Q3 		$336K Hold
9,500
– – 0.05% 201
2015
Q2 		$409K Sell
9,500
-250
-3% -$11.5K 0.05% 207
2015
Q1 		$428K Sell
9,750
-994
-9% -$41.4K 0.05% 206
2014
Q4 		$423K Hold
10,744
– – 0.05% 208
2014
Q3 		$693K Hold
10,744
– – 0.09% 173
2014
Q2 		$763K Buy
10,744
+744
+7% +$47.7K 0.1% 170
2014
Q1 		$589K Sell
10,000
-450
-4% -$24K 0.08% 187
2013
Q4 		$530K Sell
10,450
-250
-2% -$12.9K 0.07% 185
2013
Q3 		$515K Sell
10,700
-200
-2% -$9.37K 0.07% 186
2013
Q2 		$455K Buy
+10,900
New +$456K 0.07% 188

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Family Office's HAL Position: Q4 2018 in Review

Boston Family Office sold out of Halliburton (HAL) in Q4 2018, closing a stake of 7,900 shares — an estimated $320K sold.

Boston Family Office first reported a position in HAL in Q2 2013 and held it in 22 quarters. The position peaked at $763K in Q2 2014. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Boston Family Office reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Boston Family Office sold 7,900 Halliburton shares in Q4 2018, an estimated $320K.
  • Boston Family Office first reported a position in Halliburton in Q2 2013 and held it in 22 quarters.
  • Boston Family Office's Halliburton position peaked at $763K in Q2 2014.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Boston Family Office's 13F filing for Q4 2018, filed 12 Feb 2019.