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Frontier Wealth Management’s Halliburton HAL Stock Holding History

Frontier Wealth Management’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
Q2 		– Sell
-33,497
Closed -$229K – 356
2020
Q1 		$229K Buy
+33,497
New +$583K 0.04% 248
2019
Q4 		– Sell
-16,710
Closed -$315K – 312
2019
Q3 		$315K Sell
16,710
-7,880
-32% -$163K 0.05% 235
2019
Q2 		$559K Buy
24,590
+3,735
+18% +$96.9K 0.08% 178
2019
Q1 		$611K Sell
20,855
-1,457
-7% -$44K 0.08% 194
2018
Q4 		$593K Buy
22,312
+1,411
+7% +$47.6K 0.09% 183
2018
Q3 		$847K Sell
20,901
-409
-2% -$16.9K 0.08% 166
2018
Q2 		$960K Buy
21,310
+4,908
+30% +$244K 0.14% 150
2018
Q1 		$770K Buy
16,402
+1,417
+9% +$69.9K 0.11% 173
2017
Q4 		$732K Sell
14,985
-2
-0% -$88 0.12% 164
2017
Q3 		$690K Buy
+14,987
New +$628K 0.1% 187

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frontier Wealth Management's HAL Position: Q2 2020 in Review

Frontier Wealth Management sold out of Halliburton (HAL) in Q2 2020, closing a stake of 33,497 shares — an estimated $229K sold.

Frontier Wealth Management first reported a position in HAL in Q3 2017 and held it in 10 quarters. The position peaked at $960K in Q2 2018. 652 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

  • Frontier Wealth Management reported no remaining Halliburton position as of Q2 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 33,497 Halliburton shares in Q2 2020, an estimated $229K.
  • Frontier Wealth Management first reported a position in Halliburton in Q3 2017 and held it in 10 quarters.
  • Frontier Wealth Management's Halliburton position peaked at $960K in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on Frontier Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.