GKWIM
HAL icon

Gerber Kawasaki Wealth & Investment Management’s Halliburton HAL Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2017
Q2 		– Sell
-4,027
Closed -$200K – 122
2017
Q1 		$200K Hold
4,027
– – 0.09% 114
2016
Q4 		$217K Buy
+4,027
New +$201K 0.11% 92

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HAL Position: Q2 2017 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Halliburton (HAL) in Q2 2017, closing a stake of 4,027 shares — an estimated $200K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HAL in Q4 2016 and held it in 2 quarters. The position peaked at $217K in Q4 2016. 953 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4,027 Halliburton shares in Q2 2017, an estimated $200K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Halliburton in Q4 2016 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Halliburton position peaked at $217K in Q4 2016.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2017, filed 9 Aug 2017.