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McKinley Carter Wealth Services’s Halliburton HAL Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-2,750
Closed -$129K – 252
2018
Q1 		$129K Buy
+2,750
New +$136K 0.04% 194
2015
Q3 		– Sell
-9,097
Closed -$392K – 117
2015
Q2 		$392K Buy
+9,097
New +$419K 0.21% 86

Other funds holding HAL

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

McKinley Carter Wealth Services's HAL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Halliburton (HAL) in Q2 2018, closing a stake of 2,750 shares — an estimated $129K sold.

McKinley Carter Wealth Services first reported a position in HAL in Q2 2015 and held it in 2 quarters. The position peaked at $392K in Q2 2015. 1,019 funds tracked by Wall St. Rank hold HAL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Halliburton position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,750 Halliburton shares in Q2 2018, an estimated $129K.
  • McKinley Carter Wealth Services first reported a position in Halliburton in Q2 2015 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Halliburton position peaked at $392K in Q2 2015.
  • 1,019 funds tracked by Wall St. Rank held Halliburton as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.