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MYCIO Wealth Partners’s Halliburton HAL Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-500
Closed -$22K – 402
2016
Q3 		$22K Buy
+500
New +$21.8K ﹤0.01% 456
2015
Q3 		– Sell
-63
Closed -$3K – 920
2015
Q2 		$3K Buy
+63
New +$2.9K ﹤0.01% 632

Other funds holding HAL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

MYCIO Wealth Partners's HAL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Halliburton (HAL) in Q4 2016, closing a stake of 500 shares — an estimated $22K sold.

MYCIO Wealth Partners first reported a position in HAL in Q2 2015 and held it in 2 quarters. The position peaked at $22K in Q3 2016. 1,003 funds tracked by Wall St. Rank hold HAL as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Halliburton position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 500 Halliburton shares in Q4 2016, an estimated $22K.
  • MYCIO Wealth Partners first reported a position in Halliburton in Q2 2015 and held it in 2 quarters.
  • MYCIO Wealth Partners's Halliburton position peaked at $22K in Q3 2016.
  • 1,003 funds tracked by Wall St. Rank held Halliburton as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.