KJWM
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Kiley Juergens Wealth Management’s Halliburton HAL Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-135
Closed -$5K – 283
2018
Q3 		$5K Sell
135
-451
-77% -$18.7K ﹤0.01% 527
2018
Q2 		$26K Buy
+586
New +$29.2K 0.02% 284
2018
Q1 		– Sell
-586
Closed -$28K – 296
2017
Q4 		$28K Buy
+586
New +$25.8K 0.03% 292

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Kiley Juergens Wealth Management's HAL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Halliburton (HAL) in Q4 2018, closing a stake of 135 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in HAL in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 135 Halliburton shares in Q4 2018, an estimated $5K.
  • Kiley Juergens Wealth Management first reported a position in Halliburton in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Halliburton position peaked at $28K in Q4 2017.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.