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Calton & Associates’s Halliburton HAL Stock Holding History

Calton & Associates’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
-4,912
Closed -$206K – 302
2018
Q2 		$206K Buy
+4,912
New +$245K 0.06% 265
2018
Q1 		– Sell
-2,273
Closed -$128K – 720
2017
Q4 		$128K Buy
+2,273
New +$100K 0.03% 428

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Calton & Associates's HAL Position: Q3 2018 in Review

Calton & Associates sold out of Halliburton (HAL) in Q3 2018, closing a stake of 4,912 shares — an estimated $206K sold.

Calton & Associates first reported a position in HAL in Q4 2017 and held it in 2 quarters. The position peaked at $206K in Q2 2018. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Calton & Associates reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
  • Calton & Associates sold 4,912 Halliburton shares in Q3 2018, an estimated $206K.
  • Calton & Associates first reported a position in Halliburton in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Halliburton position peaked at $206K in Q2 2018.
  • 962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Calton & Associates's 13F filing for Q3 2018, filed 24 Oct 2018.