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Long Oar Global Investors’s Halliburton HAL Stock Holding History

Long Oar Global Investors’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
2014
Q3 		– Sell
-80,000
Closed -$5.68M – 20
2014
Q2 		$5.68M Sell
80,000
-36,000
-31% -$2.31M 5.93% 7
2014
Q1 		$6.83M Buy
+116,000
New +$6.2M 6.5% 5

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Long Oar Global Investors's HAL Position: Q3 2014 in Review

Long Oar Global Investors sold out of Halliburton (HAL) in Q3 2014, closing a stake of 80,000 shares — an estimated $5.68M sold.

Long Oar Global Investors first reported a position in HAL in Q1 2014 and held it in 2 quarters. The position peaked at $6.83M in Q1 2014. 1,054 funds tracked by Wall St. Rank hold HAL as of Q3 2014.

  • Long Oar Global Investors reported no remaining Halliburton position as of Q3 2014 after selling out during the quarter.
  • Long Oar Global Investors sold 80,000 Halliburton shares in Q3 2014, an estimated $5.68M.
  • Long Oar Global Investors first reported a position in Halliburton in Q1 2014 and held it in 2 quarters.
  • Long Oar Global Investors's Halliburton position peaked at $6.83M in Q1 2014.
  • 1,054 funds tracked by Wall St. Rank held Halliburton as of Q3 2014.

Based on Long Oar Global Investors's 13F filing for Q3 2014, filed 13 Nov 2014.