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Integrated Wealth Counsel’s Halliburton HAL Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-10,000
Closed -$482K – 198
2013
Q3 		$482K Buy
+10,000
New +$468K 0.35% 46

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Counsel's HAL Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of Halliburton (HAL) in Q4 2013, closing a stake of 10,000 shares — an estimated $482K sold.

Integrated Wealth Counsel first reported a position in HAL in Q3 2013 and held it in 1 quarter. The position peaked at $482K in Q3 2013. 990 funds tracked by Wall St. Rank hold HAL as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining Halliburton position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 10,000 Halliburton shares in Q4 2013, an estimated $482K.
  • Integrated Wealth Counsel first reported a position in Halliburton in Q3 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's Halliburton position peaked at $482K in Q3 2013.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.