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First Business Financial Services’s Halliburton HAL Stock Holding History

First Business Financial Services’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
2015
Q4 		– Sell
-7,879
Closed -$279K – 67
2015
Q3 		$279K Buy
7,879
+85
+1% +$3.34K 0.09% 64
2015
Q2 		$336K Buy
7,794
+383
+5% +$17.6K 0.1% 53
2015
Q1 		$325K Buy
+7,411
New +$309K 0.1% 53
2014
Q2 		– Sell
-4,836
Closed -$285K – 70
2014
Q1 		$285K Buy
+4,836
New +$258K 0.11% 28

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Business Financial Services's HAL Position: Q4 2015 in Review

First Business Financial Services sold out of Halliburton (HAL) in Q4 2015, closing a stake of 7,879 shares — an estimated $279K sold.

First Business Financial Services first reported a position in HAL in Q1 2014 and held it in 4 quarters. The position peaked at $336K in Q2 2015. 920 funds tracked by Wall St. Rank hold HAL as of Q4 2015.

  • First Business Financial Services reported no remaining Halliburton position as of Q4 2015 after selling out during the quarter.
  • First Business Financial Services sold 7,879 Halliburton shares in Q4 2015, an estimated $279K.
  • First Business Financial Services first reported a position in Halliburton in Q1 2014 and held it in 4 quarters.
  • First Business Financial Services's Halliburton position peaked at $336K in Q2 2015.
  • 920 funds tracked by Wall St. Rank held Halliburton as of Q4 2015.

Based on First Business Financial Services's 13F filing for Q4 2015, filed 9 Feb 2016.