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Lehman Financial Resources’s Halliburton HAL Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-496
Closed -$17K – 176
2015
Q3 		$17K Buy
496
+104
+27% +$4.09K 0.01% 263
2015
Q2 		$16K Hold
392
– – 0.01% 270
2015
Q1 		$17K Buy
392
+300
+326% +$12.5K 0.01% 269
2014
Q4 		$4K Sell
92
-700
-88% -$34.1K ﹤0.01% 355
2014
Q3 		$51K Buy
792
+208
+36% +$14.3K 0.03% 144
2014
Q2 		$41K Hold
584
– – 0.02% 160
2014
Q1 		$34K Hold
584
– – 0.02% 166
2013
Q4 		$30K Hold
584
– – 0.02% 172
2013
Q3 		$28K Sell
584
-16
-3% -$749 0.02% 171
2013
Q2 		$25K Buy
+600
New +$25.1K 0.02% 154

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's HAL Position: Q4 2015 in Review

Lehman Financial Resources sold out of Halliburton (HAL) in Q4 2015, closing a stake of 496 shares — an estimated $17K sold.

Lehman Financial Resources first reported a position in HAL in Q2 2013 and held it in 10 quarters. The position peaked at $51K in Q3 2014. 920 funds tracked by Wall St. Rank hold HAL as of Q4 2015.

  • Lehman Financial Resources reported no remaining Halliburton position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 496 Halliburton shares in Q4 2015, an estimated $17K.
  • Lehman Financial Resources first reported a position in Halliburton in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Halliburton position peaked at $51K in Q3 2014.
  • 920 funds tracked by Wall St. Rank held Halliburton as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.