EWM
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Executive Wealth Management’s Halliburton HAL Stock Holding History

Executive 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
-101
Closed -$2K – 401
2019
Q2 		$2K Buy
101
+1
+1% +$26 ﹤0.01% 797
2019
Q1 		$3K Sell
100
-78
-44% -$2.36K ﹤0.01% 701
2018
Q4 		$5K Buy
+178
New +$6K ﹤0.01% 672

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

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

Executive Wealth Management sold out of Halliburton (HAL) in Q3 2019, closing a stake of 101 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in HAL in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q4 2018. 721 funds tracked by Wall St. Rank hold HAL as of Q3 2019.

  • Executive Wealth Management reported no remaining Halliburton position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 101 Halliburton shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Halliburton in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Halliburton position peaked at $5K in Q4 2018.
  • 721 funds tracked by Wall St. Rank held Halliburton as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.