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Cypress Wealth Services’s Halliburton HAL Stock Holding History

Cypress Wealth Services’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
-4,441
Closed -$200K – 233
2018
Q2 		$200K Hold
4,441
– – 0.08% 211
2018
Q1 		$208K Hold
4,441
– – 0.09% 179
2017
Q4 		$217K Buy
+4,441
New +$196K 0.09% 184

Other funds holding HAL

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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

Cypress Wealth Services's HAL Position: Q3 2018 in Review

Cypress Wealth Services sold out of Halliburton (HAL) in Q3 2018, closing a stake of 4,441 shares — an estimated $200K sold.

Cypress Wealth Services first reported a position in HAL in Q4 2017 and held it in 3 quarters. The position peaked at $217K in Q4 2017. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

  • Cypress Wealth Services reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 4,441 Halliburton shares in Q3 2018, an estimated $200K.
  • Cypress Wealth Services first reported a position in Halliburton in Q4 2017 and held it in 3 quarters.
  • Cypress Wealth Services's Halliburton position peaked at $217K in Q4 2017.
  • 962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on Cypress Wealth Services's 13F filing for Q3 2018, filed 19 Oct 2018.