Nelson Capital Management’s Halliburton HAL Stock Holding History

Nelson Capital 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
2017 Q2	–	Sell	-1,000	Closed	-$49K	–	295
2017 Q1	$49K	Hold	1,000	–	–	0.02%	129
2016 Q4	$54K	Hold	1,000	–	–	0.02%	117
2016 Q3	$45K	Hold	1,000	–	–	0.02%	129
2016 Q2	$45K	Hold	1,000	–	–	0.02%	118
2016 Q1	$36K	Hold	1,000	–	–	0.01%	120
2015 Q4	$34K	Hold	1,000	–	–	0.01%	127
2015 Q3	$35K	Hold	1,000	–	–	0.01%	122
2015 Q2	$43K	Hold	1,000	–	–	0.02%	123
2015 Q1	$44K	Sell	1,000 -1,000	-50%	-$41.7K	0.02%	125
2014 Q4	$79K	Hold	2,000	–	–	0.03%	105
2014 Q3	$129K	Hold	2,000	–	–	0.05%	87
2014 Q2	$142K	Hold	2,000	–	–	0.06%	78
2014 Q1	$118K	Hold	2,000	–	–	0.05%	82
2013 Q4	$102K	Hold	2,000	–	–	0.05%	92
2013 Q3	$96K	Hold	2,000	–	–	0.05%	93
2013 Q2	$83K	Buy	+2,000	New	+$83.6K	0.04%	94

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nelson Capital Management's HAL Position: Q2 2017 in Review

Nelson Capital Management sold out of Halliburton (HAL) in Q2 2017, closing a stake of 1,000 shares — an estimated $49K sold.

Nelson Capital Management first reported a position in HAL in Q2 2013 and held it in 16 quarters. The position peaked at $142K in Q2 2014. 952 funds tracked by Wall St. Rank hold HAL as of Q2 2017.

Nelson Capital Management reported no remaining Halliburton position as of Q2 2017 after selling out during the quarter.
Nelson Capital Management sold 1,000 Halliburton shares in Q2 2017, an estimated $49K.
Nelson Capital Management first reported a position in Halliburton in Q2 2013 and held it in 16 quarters.
Nelson Capital Management's Halliburton position peaked at $142K in Q2 2014.
952 funds tracked by Wall St. Rank held Halliburton as of Q2 2017.

Based on Nelson Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.