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Gary Goldberg Planning Services’s Halliburton HAL Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$77K Buy
1,950
+211
+12% +$10.3K 0.03% 174
2014
Q3 		$112K Hold
1,739
– – 0.05% 141
2014
Q2 		$123K Hold
1,739
– – 0.05% 140
2014
Q1 		$102K Hold
1,739
– – 0.05% 153
2013
Q4 		$88K Hold
1,739
– – 0.05% 148
2013
Q3 		$84K Buy
1,739
+1
+0.1% +$47 0.05% 150
2013
Q2 		$73K Buy
+1,738
New +$72.7K 0.05% 147

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's HAL Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Halliburton (HAL) stake by 12% in Q4 2014, buying an estimated $10.3K and bringing the position to 1,950 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #174.

Gary Goldberg Planning Services first reported a position in HAL in Q2 2013 and has held it in 7 quarters since. The position peaked at $123K in Q2 2014. 996 funds tracked by Wall St. Rank hold HAL as of Q4 2014.

  • Gary Goldberg Planning Services held 1,950 shares of Halliburton worth $77K as of Q4 2014.
  • Gary Goldberg Planning Services bought 211 Halliburton shares in Q4 2014, an estimated $10.3K.
  • Halliburton made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #174 holding.
  • Gary Goldberg Planning Services first reported a position in Halliburton in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Halliburton position peaked at $123K in Q2 2014.
  • 996 funds tracked by Wall St. Rank held Halliburton as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.