Elm Advisors’s Halliburton HAL Stock Holding History

Elm Advisors’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	-850	Closed	-$34K	–	159
2018 Q3	$34K	Buy	+850	New	+$35.2K	0.02%	187

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Elm Advisors's HAL Position: Q4 2018 in Review

Elm Advisors sold out of Halliburton (HAL) in Q4 2018, closing a stake of 850 shares — an estimated $34K sold.

Elm Advisors first reported a position in HAL in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 871 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Elm Advisors reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 850 Halliburton shares in Q4 2018, an estimated $34K.
Elm Advisors first reported a position in Halliburton in Q3 2018 and held it in 1 quarter.
Elm Advisors's Halliburton position peaked at $34K in Q3 2018.
871 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.