Gupta Wealth Management’s Halliburton HAL Stock Holding History

Gupta Wealth 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
2016 Q1	$79K	Buy	2,208 +67	+3%	+$2.19K	0.02%	365
2015 Q4	$73K	Sell	2,141 -452	-17%	-$17K	0.02%	380
2015 Q3	$92K	Buy	2,593 +442	+21%	+$17.4K	0.02%	351
2015 Q2	$93K	Buy	2,151 +2,067	+2,461%	+$95.2K	0.02%	358
2015 Q1	$4K	Buy	+84	New	+$3.5K	﹤0.01%	919

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WRF

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's HAL Position: Q1 2016 in Review

Gupta Wealth Management increased its Halliburton (HAL) stake by 3.1% in Q1 2016, buying an estimated $2.19K and bringing the position to 2,208 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #365.

Gupta Wealth Management first reported a position in HAL in Q1 2015 and has held it in 5 quarters since. The position peaked at $93K in Q2 2015. 892 funds tracked by Wall St. Rank hold HAL as of Q1 2016.

Gupta Wealth Management held 2,208 shares of Halliburton worth $79K as of Q1 2016.
Gupta Wealth Management bought 67 Halliburton shares in Q1 2016, an estimated $2.19K.
Halliburton made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #365 holding.
Gupta Wealth Management first reported a position in Halliburton in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Halliburton position peaked at $93K in Q2 2015.
892 funds tracked by Wall St. Rank held Halliburton as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.