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King Investment Advisors’s Halliburton HAL Stock Holding History

King 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
2015
Q3 		– Sell
-21,360
Closed -$917K – 44
2015
Q2 		$917K Sell
21,360
-90,530
-81% -$4.17M 2.11% 19
2015
Q1 		$4.91M Buy
111,890
+675
+0.6% +$28.1K 2.34% 17
2014
Q4 		$4.39M Sell
111,215
-290
-0.3% -$14.1K 1.96% 20
2014
Q3 		$7.19M Sell
111,505
-5,680
-5% -$389K 3.27% 7
2014
Q2 		$8.32M Sell
117,185
-4,871
-4% -$312K 3.54% 5
2014
Q1 		$7.19M Sell
122,056
-9,830
-7% -$525K 3.3% 7
2013
Q4 		$6.69M Buy
131,886
+11,535
+10% +$596K 3.06% 8
2013
Q3 		$5.79M Sell
120,351
-1,810
-1% -$84.8K 2.5% 14
2013
Q2 		$5.1M Buy
+122,161
New +$5.11M 2.11% 18

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 $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

King Investment Advisors's HAL Position: Q3 2015 in Review

King Investment Advisors sold out of Halliburton (HAL) in Q3 2015, closing a stake of 21,360 shares — an estimated $917K sold.

King Investment Advisors first reported a position in HAL in Q2 2013 and held it in 9 quarters. The position peaked at $8.32M in Q2 2014. 921 funds tracked by Wall St. Rank hold HAL as of Q3 2015.

  • King Investment Advisors reported no remaining Halliburton position as of Q3 2015 after selling out during the quarter.
  • King Investment Advisors sold 21,360 Halliburton shares in Q3 2015, an estimated $917K.
  • King Investment Advisors first reported a position in Halliburton in Q2 2013 and held it in 9 quarters.
  • King Investment Advisors's Halliburton position peaked at $8.32M in Q2 2014.
  • 921 funds tracked by Wall St. Rank held Halliburton as of Q3 2015.

Based on King Investment Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.