IPC
HAL icon

Independent Portfolio Consultants’s Halliburton HAL Stock Holding History

Independent Portfolio Consultants’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 		$116K Buy
2,711
+1,266
+88% +$58.1K 0.05% 392
2017
Q1 		$71K Buy
1,445
+283
+24% +$15.2K 0.02% 511
2016
Q4 		$63K Buy
+1,162
New +$57.9K 0.02% 511
2015
Q2 		– Sell
-319
Closed -$14K – 934
2015
Q1 		$14K Buy
319
+109
+52% +$4.54K ﹤0.01% 708
2014
Q4 		$8K Buy
210
+9
+4% +$438 ﹤0.01% 731
2014
Q3 		$13K Buy
+201
New +$13.8K ﹤0.01% 724

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Portfolio Consultants's HAL Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Halliburton (HAL) stake by 88% in Q2 2017, buying an estimated $58.1K and bringing the position to 2,711 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #392.

Independent Portfolio Consultants first reported a position in HAL in Q3 2014 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Independent Portfolio Consultants held 2,711 shares of Halliburton worth $116K as of Q2 2017.
  • Independent Portfolio Consultants bought 1,266 Halliburton shares in Q2 2017, an estimated $58.1K.
  • Halliburton made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #392 holding.
  • Independent Portfolio Consultants first reported a position in Halliburton in Q3 2014 and has held it in 6 quarters since.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.