FANJ
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Financial Architects (New Jersey)’s Halliburton HAL Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-1,238
Closed -$30K – 878
2019
Q4 		$30K Buy
1,238
+108
+10% +$2.28K 0.01% 498
2019
Q3 		$21K Buy
1,130
+11
+1% +$228 ﹤0.01% 587
2019
Q2 		$25K Sell
1,119
-803
-42% -$20.8K ﹤0.01% 667
2019
Q1 		$57K Buy
1,922
+76
+4% +$2.29K 0.01% 575
2018
Q4 		$49K Sell
1,846
-77
-4% -$2.6K 0.01% 547
2018
Q3 		$78K Sell
1,923
-48
-2% -$1.99K 0.01% 528
2018
Q2 		$89K Sell
1,971
-143
-7% -$7.12K 0.02% 427
2018
Q1 		$99K Sell
2,114
-1,216
-37% -$60K 0.02% 455
2017
Q4 		$163K Buy
3,330
+4
+0.1% +$176 0.03% 368
2017
Q3 		$153K Buy
3,326
+5
+0.2% +$209 0.03% 401
2017
Q2 		$142K Buy
3,321
+2,120
+177% +$97.4K 0.03% 397
2017
Q1 		$59K Buy
1,201
+1,080
+893% +$58.1K 0.01% 609
2016
Q4 		$7K Sell
121
-400
-77% -$19.9K ﹤0.01% 1083
2016
Q3 		$23K Hold
521
– – 0.01% 811
2016
Q2 		$24K Buy
521
+396
+317% +$16.3K 0.01% 730
2016
Q1 		$4K Buy
+125
New +$4.08K ﹤0.01% 931
2015
Q3 		– Sell
-1,042
Closed -$45K – 505
2015
Q2 		$45K Buy
1,042
+373
+56% +$17.2K 0.02% 459
2015
Q1 		$29K Buy
669
+507
+313% +$21.1K 0.01% 492
2014
Q4 		$6K Buy
162
+110
+212% +$5.35K ﹤0.01% 794
2014
Q3 		$3K Buy
+52
New +$3.57K ﹤0.01% 801
2013
Q3 		– Sell
-200
Closed -$8K – 746
2013
Q2 		$8K Buy
+200
New +$8.36K 0.01% 492

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Financial Architects (New Jersey)'s HAL Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Halliburton (HAL) in Q1 2020, closing a stake of 1,238 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in HAL in Q2 2013 and held it in 21 quarters. The position peaked at $163K in Q4 2017. 680 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,238 Halliburton shares in Q1 2020, an estimated $30K.
  • Financial Architects (New Jersey) first reported a position in Halliburton in Q2 2013 and held it in 21 quarters.
  • Financial Architects (New Jersey)'s Halliburton position peaked at $163K in Q4 2017.
  • 680 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.