Clear Perspective Advisors’s Halliburton HAL Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-45	Closed	-$9K	–	256
2018 Q2	$9K	Sell	45 -150	-77%	-$7.47K	0.01%	373
2018 Q1	$9K	Hold	195	–	–	0.01%	358
2017 Q4	$10K	Hold	195	–	–	0.01%	336
2017 Q3	$9K	Buy	+195	New	+$8.17K	0.01%	349

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Perspective Advisors's HAL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Halliburton (HAL) in Q3 2018, closing a stake of 45 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in HAL in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

Clear Perspective Advisors reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 45 Halliburton shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in Halliburton in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's Halliburton position peaked at $10K in Q4 2017.
962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.