HB
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Homrich & Berg’s Halliburton HAL Stock Holding History

Homrich & Berg’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
2018
Q4 		– Sell
-17,193
Closed -$697K – 312
2018
Q3 		$697K Buy
17,193
+8,826
+105% +$365K 0.04% 164
2018
Q2 		$377K Buy
+8,367
New +$417K 0.03% 227
2017
Q4 		– Sell
-5,992
Closed -$276K – 352
2017
Q3 		$276K Buy
+5,992
New +$251K 0.02% 261
2014
Q4 		– Sell
-4,294
Closed -$277K – 240
2014
Q3 		$277K Buy
+4,294
New +$294K 0.03% 201

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Homrich & Berg's HAL Position: Q4 2018 in Review

Homrich & Berg sold out of Halliburton (HAL) in Q4 2018, closing a stake of 17,193 shares — an estimated $697K sold.

Homrich & Berg first reported a position in HAL in Q3 2014 and held it in 4 quarters. The position peaked at $697K in Q3 2018. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Homrich & Berg reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Homrich & Berg sold 17,193 Halliburton shares in Q4 2018, an estimated $697K.
  • Homrich & Berg first reported a position in Halliburton in Q3 2014 and held it in 4 quarters.
  • Homrich & Berg's Halliburton position peaked at $697K in Q3 2018.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.