IWA
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Intercontinental Wealth Advisors’s Halliburton HAL Stock Holding History

Intercontinental 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
2019
Q4 		– Sell
-235
Closed -$4K – 382
2019
Q3 		$4K Hold
235
– – ﹤0.01% 399
2019
Q2 		$5K Sell
235
-575
-71% -$14.9K ﹤0.01% 367
2019
Q1 		$24K Hold
810
– – 0.01% 292
2018
Q4 		$22K Buy
+810
New +$27.3K 0.01% 300

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Intercontinental Wealth Advisors's HAL Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Halliburton (HAL) in Q4 2019, closing a stake of 235 shares — an estimated $4K sold.

Intercontinental Wealth Advisors first reported a position in HAL in Q4 2018 and held it in 4 quarters. The position peaked at $24K in Q1 2019. 760 funds tracked by Wall St. Rank hold HAL as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Halliburton position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 235 Halliburton shares in Q4 2019, an estimated $4K.
  • Intercontinental Wealth Advisors first reported a position in Halliburton in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Halliburton position peaked at $24K in Q1 2019.
  • 760 funds tracked by Wall St. Rank held Halliburton as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.