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NWQ Investment Management Company’s Halliburton HAL Stock Holding History

NWQ Investment Management Company’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
2013
Q4 		– Sell
-5,984
Closed -$288K – 168
2013
Q3 		$288K Sell
5,984
-2,394,262
-100% -$112M ﹤0.01% 149
2013
Q2 		$100M Buy
+2,400,246
New +$100M 0.87% 35

Other funds holding HAL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWQ Investment Management Company's HAL Position: Q4 2013 in Review

NWQ Investment Management Company sold out of Halliburton (HAL) in Q4 2013, closing a stake of 5,984 shares — an estimated $288K sold.

NWQ Investment Management Company first reported a position in HAL in Q2 2013 and held it in 2 quarters. The position peaked at $100M in Q2 2013. 990 funds tracked by Wall St. Rank hold HAL as of Q4 2013.

  • NWQ Investment Management Company reported no remaining Halliburton position as of Q4 2013 after selling out during the quarter.
  • NWQ Investment Management Company sold 5,984 Halliburton shares in Q4 2013, an estimated $288K.
  • NWQ Investment Management Company first reported a position in Halliburton in Q2 2013 and held it in 2 quarters.
  • NWQ Investment Management Company's Halliburton position peaked at $100M in Q2 2013.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q4 2013.

Based on NWQ Investment Management Company's 13F filing for Q4 2013, filed 14 Feb 2014.