Northwest Wealth Management’s Halliburton HAL Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-150	Closed	-$4K	–	279
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	428
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	411
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	398
2018 Q2	$7K	Hold	150	–	–	0.01%	374
2018 Q1	$7K	Buy	+150	New	+$7.4K	0.01%	384

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northwest Wealth Management's HAL Position: Q2 2019 in Review

Northwest Wealth Management sold out of Halliburton (HAL) in Q2 2019, closing a stake of 150 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in HAL in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

Northwest Wealth Management reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 150 Halliburton shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in Halliburton in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Halliburton position peaked at $7K in Q2 2018.
789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.