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Dougherty Wealth Advisers’s Halliburton HAL Stock Holding History

Dougherty Wealth Advisers’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
2019
Q3 		– Sell
-2,000
Closed -$45K – 197
2019
Q2 		$45K Buy
+2,000
New +$51.9K 0.13% 127
2019
Q1 		– Sell
-2,000
Closed -$61K – 214
2018
Q4 		$61K Buy
+2,000
New +$67.5K 0.2% 91

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dougherty Wealth Advisers's HAL Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Halliburton (HAL) in Q3 2019, closing a stake of 2,000 shares — an estimated $45K sold.

Dougherty Wealth Advisers first reported a position in HAL in Q4 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2018. 721 funds tracked by Wall St. Rank hold HAL as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Halliburton position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 2,000 Halliburton shares in Q3 2019, an estimated $45K.
  • Dougherty Wealth Advisers first reported a position in Halliburton in Q4 2018 and held it in 2 quarters.
  • Dougherty Wealth Advisers's Halliburton position peaked at $61K in Q4 2018.
  • 721 funds tracked by Wall St. Rank held Halliburton as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.