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Concert Wealth Management’s Halliburton HAL Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-7,087
Closed -$382K – 265
2017
Q1 		$382K Sell
7,087
-220
-3% -$11.8K 0.09% 308
2016
Q4 		$394K Buy
7,307
+1,407
+24% +$70.2K 0.09% 305
2016
Q3 		$263K Sell
5,900
-2,299
-28% -$100K 0.03% 537
2016
Q2 		$375K Sell
8,199
-910
-10% -$37.4K 0.05% 404
2016
Q1 		$331K Buy
9,109
+15
+0.2% +$489 0.04% 432
2015
Q4 		$307K Buy
9,094
+468
+5% +$17.6K 0.04% 468
2015
Q3 		$312K Sell
8,626
-9
-0.1% -$354 0.04% 469
2015
Q2 		$367K Buy
+8,635
New +$398K 0.05% 441
2015
Q1 		– Sell
-8,803
Closed -$349K – 539
2014
Q4 		$349K Sell
8,803
-15,063
-63% -$733K 0.05% 408
2014
Q3 		$1.53M Sell
23,866
-382
-2% -$26.2K 0.21% 76
2014
Q2 		$1.64M Buy
24,248
+4,127
+21% +$265K 0.2% 63
2014
Q1 		$1.2M Buy
20,121
+8,194
+69% +$438K 0.15% 110
2013
Q4 		$604K Buy
11,927
+4,397
+58% +$227K 0.08% 219
2013
Q3 		$362K Buy
7,530
+907
+14% +$42.5K 0.05% 327
2013
Q2 		$274K Buy
+6,623
New +$277K 0.04% 365

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concert Wealth Management's HAL Position: Q2 2017 in Review

Concert Wealth Management sold out of Halliburton (HAL) in Q2 2017, closing a stake of 7,087 shares — an estimated $382K sold.

Concert Wealth Management first reported a position in HAL in Q2 2013 and held it in 15 quarters. The position peaked at $1.64M in Q2 2014. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Concert Wealth Management reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,087 Halliburton shares in Q2 2017, an estimated $382K.
  • Concert Wealth Management first reported a position in Halliburton in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Halliburton position peaked at $1.64M in Q2 2014.
  • 952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.