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Carderock Capital Management’s Halliburton HAL Stock Holding History

Carderock Capital 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
2014
Q2 		– Sell
-300
Closed -$18K – 136
2014
Q1 		$18K Buy
+300
New +$16K 0.01% 176

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carderock Capital Management's HAL Position: Q2 2014 in Review

Carderock Capital Management sold out of Halliburton (HAL) in Q2 2014, closing a stake of 300 shares — an estimated $18K sold.

Carderock Capital Management first reported a position in HAL in Q1 2014 and held it in 1 quarter. The position peaked at $18K in Q1 2014. 1,073 funds tracked by Wall St. Rank hold HAL as of Q2 2014.

  • Carderock Capital Management reported no remaining Halliburton position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 300 Halliburton shares in Q2 2014, an estimated $18K.
  • Carderock Capital Management first reported a position in Halliburton in Q1 2014 and held it in 1 quarter.
  • Carderock Capital Management's Halliburton position peaked at $18K in Q1 2014.
  • 1,073 funds tracked by Wall St. Rank held Halliburton as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.