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J.P. Marvel Investment Advisors’s Halliburton HAL Stock Holding History

J.P. Marvel Investment 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
2018
Q2 		$2.9M Sell
64,400
-20
-0% -$996 0.89% 44
2018
Q1 		$3.02M Buy
64,420
+470
+0.7% +$23.2K 0.93% 42
2017
Q4 		$3.13M Buy
+63,950
New +$2.82M 0.95% 43

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J.P. Marvel Investment Advisors's HAL Position: Q2 2018 in Review

J.P. Marvel Investment Advisors reduced its Halliburton (HAL) stake by 0.03% in Q2 2018, selling an estimated $996 and leaving 64,400 shares worth $2.9M. The position accounts for 0.89% of the portfolio, ranked #44.

J.P. Marvel Investment Advisors first reported a position in HAL in Q4 2017 and has held it in 3 quarters since. The position peaked at $3.13M in Q4 2017. 1,019 funds tracked by Wall St. Rank hold HAL as of Q2 2018.

  • J.P. Marvel Investment Advisors held 64,400 shares of Halliburton worth $2.9M as of Q2 2018.
  • J.P. Marvel Investment Advisors sold 20 Halliburton shares in Q2 2018, an estimated $996.
  • Halliburton made up 0.89% of J.P. Marvel Investment Advisors's portfolio in Q2 2018, its #44 holding.
  • J.P. Marvel Investment Advisors first reported a position in Halliburton in Q4 2017 and has held it in 3 quarters since.
  • J.P. Marvel Investment Advisors's Halliburton position peaked at $3.13M in Q4 2017.
  • 1,019 funds tracked by Wall St. Rank held Halliburton as of Q2 2018.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.