IBEX Wealth Advisors’s Halliburton HAL Stock Holding History

IBEX 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
2018 Q3	–	Sell	-27,137	Closed	-$1.25M	–	95
2018 Q2	$1.25M	Hold	27,137	–	–	0.5%	70
2018 Q1	$1.25M	Buy	+27,137	New	+$1.34M	0.51%	69
2017 Q2	–	Sell	-15,475	Closed	-$771K	–	135
2017 Q1	$771K	Sell	15,475 -503	-3%	-$27.1K	0.48%	58
2016 Q4	$902K	Sell	15,978 -749	-4%	-$37.3K	0.43%	72
2016 Q3	$751K	Buy	+16,727	New	+$730K	0.41%	79

Other funds holding HAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IBEX Wealth Advisors's HAL Position: Q3 2018 in Review

IBEX Wealth Advisors sold out of Halliburton (HAL) in Q3 2018, closing a stake of 27,137 shares — an estimated $1.25M sold.

IBEX Wealth Advisors first reported a position in HAL in Q3 2016 and held it in 5 quarters. The position peaked at $1.25M in Q2 2018. 962 funds tracked by Wall St. Rank hold HAL as of Q3 2018.

IBEX Wealth Advisors reported no remaining Halliburton position as of Q3 2018 after selling out during the quarter.
IBEX Wealth Advisors sold 27,137 Halliburton shares in Q3 2018, an estimated $1.25M.
IBEX Wealth Advisors first reported a position in Halliburton in Q3 2016 and held it in 5 quarters.
IBEX Wealth Advisors's Halliburton position peaked at $1.25M in Q2 2018.
962 funds tracked by Wall St. Rank held Halliburton as of Q3 2018.

Based on IBEX Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.