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Kopp Investment Advisors’s Halliburton HAL Stock Holding History

Kopp 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
2017
Q3 		– Sell
-15,643
Closed -$668K – 67
2017
Q2 		$668K Sell
15,643
-43
-0.3% -$1.98K 0.6% 42
2017
Q1 		$772K Sell
15,686
-584
-4% -$31.4K 0.75% 38
2016
Q4 		$880K Sell
16,270
-1,090
-6% -$54.3K 0.93% 34
2016
Q3 		$779K Sell
17,360
-2,425
-12% -$106K 0.77% 41
2016
Q2 		$896K Sell
19,785
-575
-3% -$23.7K 0.48% 41
2016
Q1 		$727K Sell
20,360
-25
-0.1% -$816 0.4% 49
2015
Q4 		$694K Hold
20,385
– – 0.34% 48
2015
Q3 		$721K Buy
+20,385
New +$802K 0.39% 50

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kopp Investment Advisors's HAL Position: Q3 2017 in Review

Kopp Investment Advisors sold out of Halliburton (HAL) in Q3 2017, closing a stake of 15,643 shares — an estimated $668K sold.

Kopp Investment Advisors first reported a position in HAL in Q3 2015 and held it in 8 quarters. The position peaked at $896K in Q2 2016. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2017.

  • Kopp Investment Advisors reported no remaining Halliburton position as of Q3 2017 after selling out during the quarter.
  • Kopp Investment Advisors sold 15,643 Halliburton shares in Q3 2017, an estimated $668K.
  • Kopp Investment Advisors first reported a position in Halliburton in Q3 2015 and held it in 8 quarters.
  • Kopp Investment Advisors's Halliburton position peaked at $896K in Q2 2016.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2017.

Based on Kopp Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.