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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 – 438
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

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 $3.37T AUM 44.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Legacy Financial Advisors's HAL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Halliburton (HAL) in Q2 2019, closing a stake of 1,570 shares — an estimated $46K sold.

Legacy Financial Advisors first reported a position in HAL in Q4 2017 and held it in 6 quarters. The position peaked at $59K in Q4 2018. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,570 Halliburton shares in Q2 2019, an estimated $46K.
  • Legacy Financial Advisors first reported a position in Halliburton in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Halliburton position peaked at $59K in Q4 2018.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.