Compass Efficient Model Portfolios’s Halliburton HAL Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$13K	Buy	+251	New	+$13K	0.49%	52

Other funds holding HAL

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Efficient Model Portfolios's HAL Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in Halliburton (HAL) in Q4 2013: 251 shares worth $13K. The stake represents 0.49% of the portfolio and ranks #52 among its holdings.

989 funds tracked by Wall St. Rank hold HAL as of Q4 2013.

Compass Efficient Model Portfolios held 251 shares of Halliburton worth $13K as of Q4 2013.
Halliburton was a new Compass Efficient Model Portfolios position in Q4 2013.
Halliburton made up 0.49% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #52 holding.
989 funds tracked by Wall St. Rank held Halliburton as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.