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Genesis Wealth Advisors’s Halliburton HAL Stock Holding History

Genesis 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
2015
Q2 		$30.1K Hold
700
– – 0.02% 246
2015
Q1 		$30.7K Hold
700
– – 0.03% 248
2014
Q4 		$30.6K Buy
+700
New +$34.1K 0.02% 268

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Genesis Wealth Advisors's HAL Position: Q2 2015 in Review

Genesis Wealth Advisors held its Halliburton (HAL) position steady in Q2 2015 at 700 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #246.

Genesis Wealth Advisors first reported a position in HAL in Q4 2014 and has held it in 3 quarters since. The position peaked at $30.7K in Q1 2015. 983 funds tracked by Wall St. Rank hold HAL as of Q2 2015.

  • Genesis Wealth Advisors held 700 shares of Halliburton worth $30.1K as of Q2 2015.
  • Genesis Wealth Advisors left its Halliburton share count unchanged in Q2 2015.
  • Halliburton made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #246 holding.
  • Genesis Wealth Advisors first reported a position in Halliburton in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Halliburton position peaked at $30.7K in Q1 2015.
  • 983 funds tracked by Wall St. Rank held Halliburton as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.