Broadview Advisors’s Halliburton HAL Stock Holding History

Broadview Advisors’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
2019 Q2	$318K	Buy	14,000 +2,525	+22%	+$65.5K	0.1%	70
2019 Q1	$336K	Buy	+11,475	New	+$347K	0.09%	85
2018 Q4	–	Sell	-21,275	Closed	-$862K	–	88
2018 Q3	$862K	Buy	21,275 +8,550	+67%	+$354K	0.15%	76
2018 Q2	$573K	Sell	12,725 -1,725	-12%	-$85.9K	0.09%	87
2018 Q1	$678K	Sell	14,450 -450	-3%	-$22.2K	0.11%	82
2017 Q4	$728K	Buy	+14,900	New	+$657K	0.1%	89

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Broadview Advisors's HAL Position: Q2 2019 in Review

Broadview Advisors increased its Halliburton (HAL) stake by 22% in Q2 2019, buying an estimated $65.5K and bringing the position to 14,000 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #70.

Broadview Advisors first reported a position in HAL in Q4 2017 and has held it in 6 quarters since. The position peaked at $862K in Q3 2018. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

Broadview Advisors held 14,000 shares of Halliburton worth $318K as of Q2 2019.
Broadview Advisors bought 2,525 Halliburton shares in Q2 2019, an estimated $65.5K.
Halliburton made up 0.1% of Broadview Advisors's portfolio in Q2 2019, its #70 holding.
Broadview Advisors first reported a position in Halliburton in Q4 2017 and has held it in 6 quarters since.
Broadview Advisors's Halliburton position peaked at $862K in Q3 2018.
789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.