Financial Advocates Investment Management’s Halliburton HAL Stock Holding History

Financial Advocates Investment 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
2020 Q3	–	Sell	-20,527	Closed	-$266K	–	654
2020 Q2	$266K	Buy	20,527 +453	+2%	+$4.88K	0.03%	487
2020 Q1	$138K	Buy	+20,074	New	+$349K	0.02%	449
2018 Q4	–	Sell	-7,237	Closed	-$293K	–	460
2018 Q3	$293K	Sell	7,237 -1,871	-21%	-$77.4K	0.03%	395
2018 Q2	$405K	Sell	9,108 -1,949	-18%	-$97.1K	0.05%	301
2018 Q1	$519K	Buy	11,057 +117	+1%	+$5.77K	0.07%	250
2017 Q4	$534K	Buy	+10,940	New	+$482K	0.07%	245

Other funds holding HAL

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Advocates Investment Management's HAL Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Halliburton (HAL) in Q3 2020, closing a stake of 20,527 shares — an estimated $266K sold.

Financial Advocates Investment Management first reported a position in HAL in Q4 2017 and held it in 6 quarters. The position peaked at $534K in Q4 2017. 679 funds tracked by Wall St. Rank hold HAL as of Q3 2020.

Financial Advocates Investment Management reported no remaining Halliburton position as of Q3 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 20,527 Halliburton shares in Q3 2020, an estimated $266K.
Financial Advocates Investment Management first reported a position in Halliburton in Q4 2017 and held it in 6 quarters.
Financial Advocates Investment Management's Halliburton position peaked at $534K in Q4 2017.
679 funds tracked by Wall St. Rank held Halliburton as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.