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Ground Swell Capital’s Halliburton HAL Stock Holding History

Ground Swell Capital’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
Q3 		$93K Buy
1,434
+482
+51% +$33.1K 0.18% 105
2014
Q2 		$68K Buy
+952
New +$61K 0.13% 93

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ground Swell Capital's HAL Position: Q3 2014 in Review

Ground Swell Capital increased its Halliburton (HAL) stake by 51% in Q3 2014, buying an estimated $33.1K and bringing the position to 1,434 shares worth $93K. The position accounts for 0.18% of the portfolio, ranked #105.

Ground Swell Capital first reported a position in HAL in Q2 2014 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold HAL as of Q3 2014.

  • Ground Swell Capital held 1,434 shares of Halliburton worth $93K as of Q3 2014.
  • Ground Swell Capital bought 482 Halliburton shares in Q3 2014, an estimated $33.1K.
  • Halliburton made up 0.18% of Ground Swell Capital's portfolio in Q3 2014, its #105 holding.
  • Ground Swell Capital first reported a position in Halliburton in Q2 2014 and has held it in 2 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Halliburton as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.