First Foundation Advisors’s Halliburton HAL Stock Holding History

First Foundation 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
2019 Q3	–	Sell	-10,877	Closed	-$247K	–	364
2019 Q2	$247K	Sell	10,877 -522,948	-98%	-$13.6M	0.01%	302
2019 Q1	$15.6M	Buy	533,825 +45,006	+9%	+$1.36M	0.93%	27
2018 Q4	$13M	Buy	488,819 +198,526	+68%	+$6.7M	0.82%	36
2018 Q3	$11.8M	Buy	+290,293	New	+$12M	0.65%	44
2016 Q1	–	Sell	-8,416	Closed	-$286K	–	313
2015 Q4	$286K	Sell	8,416 -1,000	-11%	-$37.7K	0.02%	231
2015 Q3	$333K	Sell	9,416 -1,670	-15%	-$65.7K	0.03%	180
2015 Q2	$477K	Buy	11,086 +1,104	+11%	+$50.9K	0.04%	154
2015 Q1	$438K	Buy	9,982 +646	+7%	+$26.9K	0.04%	157
2014 Q4	$367K	Sell	9,336 -330	-3%	-$16.1K	0.03%	171
2014 Q3	$624K	Buy	9,666 +155	+2%	+$10.6K	0.06%	128
2014 Q2	$675K	Sell	9,511 -161	-2%	-$10.3K	0.07%	102
2014 Q1	$570K	Sell	9,672 -140	-1%	-$7.48K	0.07%	92
2013 Q4	$498K	Buy	9,812 +1,195	+14%	+$61.8K	0.07%	99
2013 Q3	$415K	Buy	8,617 +30	+0.3%	+$1.41K	0.06%	113
2013 Q2	$358K	Buy	+8,587	New	+$359K	0.07%	96

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

First Foundation Advisors's HAL Position: Q3 2019 in Review

First Foundation Advisors sold out of Halliburton (HAL) in Q3 2019, closing a stake of 10,877 shares — an estimated $247K sold.

First Foundation Advisors first reported a position in HAL in Q2 2013 and held it in 15 quarters. The position peaked at $15.6M in Q1 2019. 722 funds tracked by Wall St. Rank hold HAL as of Q3 2019.

First Foundation Advisors reported no remaining Halliburton position as of Q3 2019 after selling out during the quarter.
First Foundation Advisors sold 10,877 Halliburton shares in Q3 2019, an estimated $247K.
First Foundation Advisors first reported a position in Halliburton in Q2 2013 and held it in 15 quarters.
First Foundation Advisors's Halliburton position peaked at $15.6M in Q1 2019.
722 funds tracked by Wall St. Rank held Halliburton as of Q3 2019.

Based on First Foundation Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.