LFA
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Legacy Financial Advisors’s Halliburton HAL Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-1,570
Closed -$46K – 439
2019
Q1 		$46K Sell
1,570
-668
-30% -$20.2K 0.02% 289
2018
Q4 		$59K Buy
2,238
+1,191
+114% +$40.2K 0.02% 211
2018
Q3 		$42K Sell
1,047
-158
-13% -$6.54K 0.02% 271
2018
Q2 		$55K Buy
1,205
+41
+4% +$2.04K 0.02% 236
2018
Q1 		$56K Buy
1,164
+30
+3% +$1.48K 0.02% 229
2017
Q4 		$55K Buy
+1,134
New +$50K 0.02% 230

Other funds holding HAL

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return