LWA
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Lowe Wealth Advisors’s Halliburton HAL Stock Holding History

Lowe Wealth 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
2015
Q3 		– Sell
-493
Closed -$21K – 236
2015
Q2 		$21K Hold
493
– – 0.01% 99
2015
Q1 		$22K Hold
493
– – 0.02% 97
2014
Q4 		$19K Buy
+493
New +$24K 0.01% 101

Other funds holding HAL

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lowe Wealth Advisors's HAL Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of Halliburton (HAL) in Q3 2015, closing a stake of 493 shares — an estimated $21K sold.

Lowe Wealth Advisors first reported a position in HAL in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q1 2015. 921 funds tracked by Wall St. Rank hold HAL as of Q3 2015.

  • Lowe Wealth Advisors reported no remaining Halliburton position as of Q3 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 493 Halliburton shares in Q3 2015, an estimated $21K.
  • Lowe Wealth Advisors first reported a position in Halliburton in Q4 2014 and held it in 3 quarters.
  • Lowe Wealth Advisors's Halliburton position peaked at $22K in Q1 2015.
  • 921 funds tracked by Wall St. Rank held Halliburton as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.