EWM
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Edge Wealth Management’s Halliburton HAL Stock Holding History

Edge 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
2019
Q3 		– Sell
-159,555
Closed -$3.62M – 619
2019
Q2 		$3.62M Sell
159,555
-11,996
-7% -$311K 0.8% 35
2019
Q1 		$5.01M Buy
171,551
+154,825
+926% +$4.68M 1.23% 25
2018
Q4 		$445K Buy
16,726
+16,700
+64,231% +$563K 0.13% 94
2018
Q3 		$1K Buy
+26
New +$1.08K ﹤0.01% 571
2018
Q2 		– Sell
-35
Closed -$2K – 600
2018
Q1 		$2K Sell
35
-44,537
-100% -$2.2M ﹤0.01% 510
2017
Q4 		$2.18M Buy
44,572
+43,137
+3,006% +$1.9M 0.62% 36
2017
Q3 		$66K Buy
1,435
+1,285
+857% +$53.8K 0.02% 196
2017
Q2 		$6K Sell
150
-449
-75% -$20.6K ﹤0.01% 422
2017
Q1 		$30K Sell
599
-24
-4% -$1.29K 0.01% 249
2016
Q4 		$34K Hold
623
– – 0.01% 220
2016
Q3 		$28K Hold
623
– – 0.01% 233
2016
Q2 		$28K Hold
623
– – 0.01% 221
2016
Q1 		$22K Hold
623
– – 0.01% 223
2015
Q4 		$21K Sell
623
-82
-12% -$3.09K 0.01% 235
2015
Q3 		$25K Hold
705
– – 0.01% 222
2015
Q2 		$30K Hold
705
– – 0.01% 224
2015
Q1 		$31K Sell
705
-10,058
-93% -$419K 0.01% 222
2014
Q4 		$424K Buy
+10,763
New +$524K 0.16% 75
2014
Q1 		– Sell
-191
Closed -$10K – 418
2013
Q4 		$10K Hold
191
– – ﹤0.01% 269
2013
Q3 		$9K Buy
+191
New +$8.95K 0.01% 247

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

Edge Wealth Management's HAL Position: Q3 2019 in Review

Edge Wealth Management sold out of Halliburton (HAL) in Q3 2019, closing a stake of 159,555 shares — an estimated $3.62M sold.

Edge Wealth Management first reported a position in HAL in Q3 2013 and held it in 20 quarters. The position peaked at $5.01M in Q1 2019. 721 funds tracked by Wall St. Rank hold HAL as of Q3 2019.

  • Edge Wealth Management reported no remaining Halliburton position as of Q3 2019 after selling out during the quarter.
  • Edge Wealth Management sold 159,555 Halliburton shares in Q3 2019, an estimated $3.62M.
  • Edge Wealth Management first reported a position in Halliburton in Q3 2013 and held it in 20 quarters.
  • Edge Wealth Management's Halliburton position peaked at $5.01M in Q1 2019.
  • 721 funds tracked by Wall St. Rank held Halliburton as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.