Bruderman Asset Management’s Halliburton HAL Stock Holding History

Bruderman Asset 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
2018 Q3	–	Sell	-440	Closed	-$20K	–	357
2018 Q2	$20K	Buy	440 +2	+0.5%	+$100	﹤0.01%	265
2018 Q1	$21K	Buy	+438	New	+$21.6K	0.01%	269
2017 Q3	–	Sell	-433	Closed	-$19K	–	209
2017 Q2	$19K	Buy	+433	New	+$19.9K	0.01%	274
2017 Q1	–	Sell	-1,430	Closed	-$77K	–	205
2016 Q4	$77K	Buy	1,430 +79	+6%	+$3.94K	0.02%	169
2016 Q3	$61K	Sell	1,351 -599	-31%	-$26.1K	0.02%	181
2016 Q2	$88K	Hold	1,950	–	–	0.03%	166
2016 Q1	$70K	Hold	1,950	–	–	0.02%	172
2015 Q4	$66K	Hold	1,950	–	–	0.02%	183
2015 Q3	$69K	Hold	1,950	–	–	0.03%	183
2015 Q2	$84K	Hold	1,950	–	–	0.03%	173
2015 Q1	$86K	Buy	+1,950	New	+$81.3K	0.03%	168

Other funds holding HAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bruderman Asset Management's HAL Position: Q3 2018 in Review

Bruderman Asset Management sold out of Halliburton (HAL) in Q3 2018, closing a stake of 440 shares — an estimated $20K sold.

Bruderman Asset Management first reported a position in HAL in Q1 2015 and held it in 11 quarters. The position peaked at $88K in Q2 2016. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

Bruderman Asset Management reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
Bruderman Asset Management sold 440 Halliburton shares in Q3 2018, an estimated $20K.
Bruderman Asset Management first reported a position in Halliburton in Q1 2015 and held it in 11 quarters.
Bruderman Asset Management's Halliburton position peaked at $88K in Q2 2016.
962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Bruderman Asset Management's 13F filing for Q3 2018, filed 9 Nov 2018.