Forvis Mazars Wealth Advisors’s Halliburton HAL Stock Holding History

Forvis Mazars Wealth 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
2018 Q1	–	Sell	-10,519	Closed	-$514K	–	246
2017 Q4	$514K	Buy	10,519 +774	+8%	+$34.1K	0.05%	150
2017 Q3	$449K	Buy	9,745 +304	+3%	+$12.7K	0.05%	145
2017 Q2	$403K	Buy	9,441 +578	+7%	+$26.5K	0.05%	150
2017 Q1	$436K	Buy	8,863 +4,891	+123%	+$263K	0.05%	137
2016 Q4	$215K	Buy	+3,972	New	+$198K	0.03%	194
2014 Q3	–	Sell	-3,057	Closed	-$217K	–	142
2014 Q2	$217K	Buy	+3,057	New	+$196K	0.04%	135

Other funds holding HAL

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HAL Position: Q1 2018 in Review

Forvis Mazars Wealth Advisors sold out of Halliburton (HAL) in Q1 2018, closing a stake of 10,519 shares — an estimated $514K sold.

Forvis Mazars Wealth Advisors first reported a position in HAL in Q2 2014 and held it in 6 quarters. The position peaked at $514K in Q4 2017. 1,020 funds tracked by Wall St. Rank hold HAL as of Q1 2018.

Forvis Mazars Wealth Advisors reported no remaining Halliburton position as of Q1 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,519 Halliburton shares in Q1 2018, an estimated $514K.
Forvis Mazars Wealth Advisors first reported a position in Halliburton in Q2 2014 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's Halliburton position peaked at $514K in Q4 2017.
1,020 funds tracked by Wall St. Rank held Halliburton as of Q1 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.