EHWM
HAL icon

Eads & Heald Wealth Management’s Halliburton HAL Stock Holding History

Eads & Heald 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
2018
Q4 		– Sell
-10,392
Closed -$421K – 127
2018
Q3 		$421K Sell
10,392
-330
-3% -$13.7K 0.24% 109
2018
Q2 		$483K Sell
10,722
-350
-3% -$17.4K 0.3% 106
2018
Q1 		$520K Buy
11,072
+360
+3% +$17.8K 0.33% 104
2017
Q4 		$523K Sell
10,712
-340
-3% -$15K 0.31% 105
2017
Q3 		$509K Sell
11,052
-405
-4% -$17K 0.32% 103
2017
Q2 		$489K Buy
11,457
+80
+0.7% +$3.67K 0.31% 103
2017
Q1 		$560K Sell
11,377
-315
-3% -$16.9K 0.36% 98
2016
Q4 		$632K Sell
11,692
-303
-3% -$15.1K 0.43% 90
2016
Q3 		$538K Sell
11,995
-120
-1% -$5.24K 0.37% 99
2016
Q2 		$549K Buy
12,115
+1,605
+15% +$66K 0.38% 100
2016
Q1 		$375K Buy
10,510
+915
+10% +$29.9K 0.26% 110
2015
Q4 		$327K Buy
9,595
+760
+9% +$28.7K 0.23% 118
2015
Q3 		$312K Buy
8,835
+1,190
+16% +$46.8K 0.22% 118
2015
Q2 		$329K Buy
7,645
+1,215
+19% +$56K 0.22% 117
2015
Q1 		$282K Buy
6,430
+495
+8% +$20.6K 0.18% 117
2014
Q4 		$233K Buy
+5,935
New +$289K 0.15% 124

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Eads & Heald Wealth Management's HAL Position: Q4 2018 in Review

Eads & Heald Wealth Management sold out of Halliburton (HAL) in Q4 2018, closing a stake of 10,392 shares — an estimated $421K sold.

Eads & Heald Wealth Management first reported a position in HAL in Q4 2014 and held it in 16 quarters. The position peaked at $632K in Q4 2016. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Eads & Heald Wealth Management reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 10,392 Halliburton shares in Q4 2018, an estimated $421K.
  • Eads & Heald Wealth Management first reported a position in Halliburton in Q4 2014 and held it in 16 quarters.
  • Eads & Heald Wealth Management's Halliburton position peaked at $632K in Q4 2016.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.