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Marvin & Palmer Associates’s Halliburton HAL Stock Holding History

Marvin & Palmer Associates’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
2017
Q2 		– Sell
-64,135
Closed -$3.16M – 37
2017
Q1 		$3.16M Buy
64,135
+25,680
+67% +$1.38M 2.29% 24
2016
Q4 		$2.08M Buy
+38,455
New +$1.92M 1.77% 27
2014
Q4 		– Sell
-19,215
Closed -$1.24M – 64
2014
Q3 		$1.24M Sell
19,215
-5,952
-24% -$408K 1.26% 38
2014
Q2 		$1.79M Buy
+25,167
New +$1.61M 1.55% 27

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marvin & Palmer Associates's HAL Position: Q2 2017 in Review

Marvin & Palmer Associates sold out of Halliburton (HAL) in Q2 2017, closing a stake of 64,135 shares — an estimated $3.16M sold.

Marvin & Palmer Associates first reported a position in HAL in Q2 2014 and held it in 4 quarters. The position peaked at $3.16M in Q1 2017. 953 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

  • Marvin & Palmer Associates reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
  • Marvin & Palmer Associates sold 64,135 Halliburton shares in Q2 2017, an estimated $3.16M.
  • Marvin & Palmer Associates first reported a position in Halliburton in Q2 2014 and held it in 4 quarters.
  • Marvin & Palmer Associates's Halliburton position peaked at $3.16M in Q1 2017.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Marvin & Palmer Associates's 13F filing for Q2 2017, filed 9 Aug 2017.