Fusion Family Wealth’s Halliburton HAL Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-82	Closed	-$5K	–	361
2016 Q4	$5K	Buy	+82	New	+$4.09K	﹤0.01%	309

Other funds holding HAL

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fusion Family Wealth's HAL Position: Q1 2017 in Review

Fusion Family Wealth sold out of Halliburton (HAL) in Q1 2017, closing a stake of 82 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in HAL in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 997 funds tracked by Wall St. Rank hold HAL as of Q1 2017.

Fusion Family Wealth reported no remaining Halliburton position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 82 Halliburton shares in Q1 2017, an estimated $5K.
Fusion Family Wealth first reported a position in Halliburton in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Halliburton position peaked at $5K in Q4 2016.
997 funds tracked by Wall St. Rank held Halliburton as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.