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Mosaic Family Wealth’s Halliburton HAL Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-1,200
Closed -$39K – 644
2018
Q3 		$39K Buy
1,200
+500
+71% +$20.7K 0.02% 349
2018
Q2 		$32K Hold
700
– – 0.01% 368
2018
Q1 		$33K Sell
700
-300
-30% -$14.8K 0.01% 363
2017
Q4 		$49K Buy
1,000
+800
+400% +$35.3K 0.02% 330
2017
Q3 		$9K Buy
+200
New +$8.38K ﹤0.01% 581
2017
Q1 		– Sell
-500
Closed -$27K – 732
2016
Q4 		$27K Sell
500
-6,400
-93% -$319K 0.01% 400
2016
Q3 		$310K Sell
6,900
-1,600
-19% -$69.8K 0.14% 122
2016
Q2 		$385K Buy
8,500
+6,100
+254% +$251K 0.19% 105
2016
Q1 		$85K Sell
2,400
-500
-17% -$16.3K 0.04% 267
2015
Q4 		$98K Buy
+2,900
New +$109K 0.04% 229

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mosaic Family Wealth's HAL Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Halliburton (HAL) in Q4 2018, closing a stake of 1,200 shares — an estimated $39K sold.

Mosaic Family Wealth first reported a position in HAL in Q4 2015 and held it in 10 quarters. The position peaked at $385K in Q2 2016. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

  • Mosaic Family Wealth reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,200 Halliburton shares in Q4 2018, an estimated $39K.
  • Mosaic Family Wealth first reported a position in Halliburton in Q4 2015 and held it in 10 quarters.
  • Mosaic Family Wealth's Halliburton position peaked at $385K in Q2 2016.
  • 872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.