EAMA
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EFG Asset Management (Americas)’s Halliburton HAL Stock Holding History

EFG Asset Management (Americas)’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
Q3 		– Sell
-45,134
Closed -$1.93M – 136
2017
Q2 		$1.93M Buy
45,134
+2,515
+6% +$115K 0.73% 42
2017
Q1 		$2.1M Sell
42,619
-3,283
-7% -$177K 0.81% 36
2016
Q4 		$2.48M Buy
45,902
+15,043
+49% +$750K 1.08% 31
2016
Q3 		$1.39M Sell
30,859
-950
-3% -$41.5K 0.59% 49
2016
Q2 		$1.44M Buy
31,809
+3,667
+13% +$151K 0.68% 42
2016
Q1 		$1M Sell
28,142
-7,409
-21% -$242K 0.5% 46
2015
Q4 		$1.09M Buy
35,551
+16,130
+83% +$608K 0.67% 43
2015
Q3 		$687K Buy
19,421
+13,153
+210% +$517K 0.43% 56
2015
Q2 		$285K Buy
6,268
+1,321
+27% +$60.9K 0.18% 82
2015
Q1 		$217K Sell
4,947
-277
-5% -$11.5K 0.17% 70
2014
Q4 		$205K Buy
+5,224
New +$254K 0.12% 90

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EFG Asset Management (Americas)'s HAL Position: Q3 2017 in Review

EFG Asset Management (Americas) sold out of Halliburton (HAL) in Q3 2017, closing a stake of 45,134 shares — an estimated $1.93M sold.

EFG Asset Management (Americas) first reported a position in HAL in Q4 2014 and held it in 11 quarters. The position peaked at $2.48M in Q4 2016. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • EFG Asset Management (Americas) reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 45,134 Halliburton shares in Q3 2017, an estimated $1.93M.
  • EFG Asset Management (Americas) first reported a position in Halliburton in Q4 2014 and held it in 11 quarters.
  • EFG Asset Management (Americas)'s Halliburton position peaked at $2.48M in Q4 2016.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2017, filed 13 Nov 2017.