EWM
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Elite Wealth Management’s Halliburton HAL Stock Holding History

Elite 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
2014
Q4 		– Sell
-78
Closed -$1K – 213
2014
Q3 		$1K Buy
+78
New +$5.35K ﹤0.01% 574

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Elite Wealth Management's HAL Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Halliburton (HAL) in Q3 2016: 100 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in HAL as recently as Q2 2014.

Elite Wealth Management first reported a position in HAL in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2014. 902 funds tracked by Wall St. Rank hold HAL as of Q3 2016.

  • Elite Wealth Management held 100 shares of Halliburton worth $4K as of Q3 2016.
  • Halliburton was a new Elite Wealth Management position in Q3 2016.
  • Halliburton made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #163 holding.
  • Elite Wealth Management first reported a position in Halliburton in Q4 2013 and has held it in 4 quarters since.
  • Elite Wealth Management's Halliburton position peaked at $1.51M in Q1 2014.
  • 902 funds tracked by Wall St. Rank held Halliburton as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.