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Midwest Investment Management’s Halliburton HAL Stock Holding History

Midwest Investment Management’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
2016
Q1 		– Sell
-55,606
Closed -$1.89M – 53
2015
Q4 		$1.89M Sell
55,606
-1,435
-3% -$54.1K 1.61% 30
2015
Q3 		$2.02M Sell
57,041
-550
-1% -$21.6K 1.71% 28
2015
Q2 		$2.48M Sell
57,591
-25
-0% -$1.15K 1.91% 25
2015
Q1 		$2.53M Sell
57,616
-220
-0.4% -$9.17K 1.92% 26
2014
Q4 		$2.27M Buy
57,836
+9,284
+19% +$452K 1.65% 30
2014
Q3 		$3.13M Sell
48,552
-1,485
-3% -$102K 2.34% 17
2014
Q2 		$3.55M Sell
50,037
-725
-1% -$46.5K 2.59% 10
2014
Q1 		$2.99M Sell
50,762
-94
-0.2% -$5.02K 2.23% 16
2013
Q4 		$2.58M Buy
50,856
+8,246
+19% +$426K 1.92% 23
2013
Q3 		$2.05M Sell
42,610
-1,255
-3% -$58.8K 1.72% 30
2013
Q2 		$1.83M Buy
+43,865
New +$1.83M 1.86% 33

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Midwest Investment Management's HAL Position: Q1 2016 in Review

Midwest Investment Management sold out of Halliburton (HAL) in Q1 2016, closing a stake of 55,606 shares — an estimated $1.89M sold.

Midwest Investment Management first reported a position in HAL in Q2 2013 and held it in 11 quarters. The position peaked at $3.55M in Q2 2014. 892 funds tracked by Wall St. Rank hold HAL as of Q1 2016.

  • Midwest Investment Management reported no remaining Halliburton position as of Q1 2016 after selling out during the quarter.
  • Midwest Investment Management sold 55,606 Halliburton shares in Q1 2016, an estimated $1.89M.
  • Midwest Investment Management first reported a position in Halliburton in Q2 2013 and held it in 11 quarters.
  • Midwest Investment Management's Halliburton position peaked at $3.55M in Q2 2014.
  • 892 funds tracked by Wall St. Rank held Halliburton as of Q1 2016.

Based on Midwest Investment Management's 13F filing for Q1 2016, filed 12 May 2016.