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National Planning Corporation’s Halliburton HAL Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-20,404
Closed -$939K – 267
2017
Q3 		$939K Sell
20,404
-912
-4% -$38.2K 0.08% 242
2017
Q2 		$932K Sell
21,316
-892
-4% -$41K 0.07% 261
2017
Q1 		$1.1M Sell
22,208
-148
-0.7% -$7.96K 0.08% 225
2016
Q4 		$1.26M Buy
22,356
+153
+0.7% +$7.63K 0.1% 201
2016
Q3 		$1.05M Sell
22,203
-261
-1% -$11.4K 0.08% 228
2016
Q2 		$945K Sell
22,464
-701
-3% -$28.8K 0.07% 249
2016
Q1 		$914K Sell
23,165
-3,199
-12% -$104K 0.08% 240
2015
Q4 		$827K Buy
26,364
+2,517
+11% +$94.9K 0.07% 281
2015
Q3 		$935K Buy
23,847
+7,560
+46% +$297K 0.09% 222
2015
Q2 		$683K Buy
16,287
+8,176
+101% +$377K 0.06% 285
2015
Q1 		$390K Sell
8,111
-398
-5% -$16.6K 0.03% 421
2014
Q4 		$335K Sell
8,509
-2,314
-21% -$113K 0.02% 514
2014
Q3 		$670K Sell
10,823
-817
-7% -$56K 0.05% 331
2014
Q2 		$827K Buy
11,640
+1,334
+13% +$85.5K 0.07% 285
2014
Q1 		$618K Buy
10,306
+1
+0% +$53 0.05% 322
2013
Q4 		$521K Buy
10,305
+944
+10% +$48.8K 0.05% 355
2013
Q3 		$456K Buy
9,361
+1,902
+25% +$89.1K 0.04% 372
2013
Q2 		$313K Buy
+7,459
New +$312K 0.04% 380

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Planning Corporation's HAL Position: Q4 2017 in Review

National Planning Corporation sold out of Halliburton (HAL) in Q4 2017, closing a stake of 20,404 shares — an estimated $939K sold.

National Planning Corporation first reported a position in HAL in Q2 2013 and held it in 18 quarters. The position peaked at $1.26M in Q4 2016. 1,010 funds tracked by Wall St. Rank hold HAL as of Q4 2017.

  • National Planning Corporation reported no remaining Halliburton position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 20,404 Halliburton shares in Q4 2017, an estimated $939K.
  • National Planning Corporation first reported a position in Halliburton in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Halliburton position peaked at $1.26M in Q4 2016.
  • 1,010 funds tracked by Wall St. Rank held Halliburton as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.