LWM
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LBA Wealth Management’s Halliburton HAL Stock Holding History

LBA 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
2016
Q3 		– Sell
-1
Closed – – 463
2016
Q2 		$0 Hold
1
– – ﹤0.01% 450
2016
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 427
2015
Q2 		– Sell
-3,380
Closed -$148K – 321
2015
Q1 		$148K Hold
3,380
– – 0.09% 111
2014
Q4 		$133K Sell
3,380
-2,411
-42% -$117K 0.09% 124
2014
Q3 		$374K Buy
5,791
+5,661
+4,355% +$388K 0.26% 54
2014
Q2 		$9K Hold
130
– – 0.01% 210
2014
Q1 		$8K Hold
130
– – 0.01% 209
2013
Q4 		$7K Buy
+130
New +$6.72K 0.01% 230

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

LBA Wealth Management's HAL Position: Q3 2016 in Review

LBA Wealth Management sold out of Halliburton (HAL) in Q3 2016, closing a stake of 1 share.

LBA Wealth Management first reported a position in HAL in Q4 2013 and held it in 8 quarters. The position peaked at $374K in Q3 2014. 901 funds tracked by Wall St. Rank hold HAL as of Q3 2016.

  • LBA Wealth Management reported no remaining Halliburton position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 1 Halliburton share in Q3 2016.
  • LBA Wealth Management first reported a position in Halliburton in Q4 2013 and held it in 8 quarters.
  • LBA Wealth Management's Halliburton position peaked at $374K in Q3 2014.
  • 901 funds tracked by Wall St. Rank held Halliburton as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.