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Ipswich Investment Management’s Halliburton HAL Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-1,500
Closed -$40K – 264
2018
Q4 		$40K Buy
+1,500
New +$50.6K 0.01% 293
2016
Q2 		– Sell
-2,000
Closed -$77K – 218
2016
Q1 		$77K Buy
+2,000
New +$65.3K 0.04% 193

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Ipswich Investment Management's HAL Position: Q1 2019 in Review

Ipswich Investment Management sold out of Halliburton (HAL) in Q1 2019, closing a stake of 1,500 shares — an estimated $40K sold.

Ipswich Investment Management first reported a position in HAL in Q1 2016 and held it in 2 quarters. The position peaked at $77K in Q1 2016. 875 funds tracked by Wall St. Rank hold HAL as of Q1 2019.

  • Ipswich Investment Management reported no remaining Halliburton position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,500 Halliburton shares in Q1 2019, an estimated $40K.
  • Ipswich Investment Management first reported a position in Halliburton in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's Halliburton position peaked at $77K in Q1 2016.
  • 875 funds tracked by Wall St. Rank held Halliburton as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.