Founders Capital Management (Connecticut)’s Halliburton HAL Stock Holding History

Founders Capital Management (Connecticut)’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
2017 Q3	–	Sell	-10,220	Closed	-$430K	–	55
2017 Q2	$430K	Hold	10,220	–	–	0.21%	35
2017 Q1	$503K	Sell	10,220 -516	-5%	-$27.7K	0.26%	37
2016 Q4	$581K	Sell	10,736 -411	-4%	-$20.5K	0.31%	35
2016 Q3	$500K	Hold	11,147	–	–	0.28%	37
2016 Q2	$505K	Sell	11,147 -69	-0.6%	-$2.84K	0.28%	36
2016 Q1	$401K	Buy	11,216 +435	+4%	+$14.2K	0.23%	39
2015 Q4	$367K	Sell	10,781 -111	-1%	-$4.19K	0.22%	39
2015 Q3	$385K	Sell	10,892 -238	-2%	-$9.36K	0.25%	38
2015 Q2	$479K	Hold	11,130	–	–	0.29%	37
2015 Q1	$488K	Buy	+11,130	New	+$464K	0.29%	37

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Capital Management (Connecticut)'s HAL Position: Q3 2017 in Review

Founders Capital Management (Connecticut) sold out of Halliburton (HAL) in Q3 2017, closing a stake of 10,220 shares — an estimated $430K sold.

Founders Capital Management (Connecticut) first reported a position in HAL in Q1 2015 and held it in 10 quarters. The position peaked at $581K in Q4 2016. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

Founders Capital Management (Connecticut) reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
Founders Capital Management (Connecticut) sold 10,220 Halliburton shares in Q3 2017, an estimated $430K.
Founders Capital Management (Connecticut) first reported a position in Halliburton in Q1 2015 and held it in 10 quarters.
Founders Capital Management (Connecticut)'s Halliburton position peaked at $581K in Q4 2016.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q3 2017, filed 16 Oct 2017.