Insight Capital Research & Management’s Halliburton HAL Stock Holding History

Insight Capital Research & 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
2017 Q1	–	Sell	-37,973	Closed	-$2.05M	–	92
2016 Q4	$2.05M	Buy	+37,973	New	+$1.89M	1.09%	36
2014 Q4	–	Sell	-22,510	Closed	-$1.45M	–	133
2014 Q3	$1.45M	Sell	22,510 -23,662	-51%	-$1.62M	0.38%	82
2014 Q2	$3.28M	Buy	46,172 +30,760	+200%	+$1.97M	0.75%	55
2014 Q1	$908K	Buy	+15,412	New	+$823K	0.21%	100
2013 Q4	–	Sell	-109	Closed	-$6K	–	155
2013 Q3	$6K	Buy	+109	New	+$5.11K	﹤0.01%	167

Other funds holding HAL

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

WRF

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

Insight Capital Research & Management's HAL Position: Q1 2017 in Review

Insight Capital Research & Management sold out of Halliburton (HAL) in Q1 2017, closing a stake of 37,973 shares — an estimated $2.05M sold.

Insight Capital Research & Management first reported a position in HAL in Q3 2013 and held it in 5 quarters. The position peaked at $3.28M in Q2 2014. 997 funds tracked by Wall St. Rank hold HAL as of Q1 2017.

Insight Capital Research & Management reported no remaining Halliburton position as of Q1 2017 after selling out during the quarter.
Insight Capital Research & Management sold 37,973 Halliburton shares in Q1 2017, an estimated $2.05M.
Insight Capital Research & Management first reported a position in Halliburton in Q3 2013 and held it in 5 quarters.
Insight Capital Research & Management's Halliburton position peaked at $3.28M in Q2 2014.
997 funds tracked by Wall St. Rank held Halliburton as of Q1 2017.

Based on Insight Capital Research & Management's 13F filing for Q1 2017, filed 8 May 2017.