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Obermeyer Wealth Partners’s Halliburton HAL Stock Holding History

Obermeyer 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
2015
Q3 		– Sell
-921,879
Closed -$39.7M – 121
2015
Q2 		$39.7M Buy
+921,879
New +$42.5M 3.39% 9
2013
Q3 		– Sell
-200
Closed -$8K – 159
2013
Q2 		$8K Buy
+200
New +$8.36K ﹤0.01% 288

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VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Obermeyer Wealth Partners's HAL Position: Q3 2015 in Review

Obermeyer Wealth Partners sold out of Halliburton (HAL) in Q3 2015, closing a stake of 921,879 shares — an estimated $39.7M sold.

Obermeyer Wealth Partners first reported a position in HAL in Q2 2013 and held it in 2 quarters. The position peaked at $39.7M in Q2 2015. 921 funds tracked by Wall St. Rank hold HAL as of Q3 2015.

  • Obermeyer Wealth Partners reported no remaining Halliburton position as of Q3 2015 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 921,879 Halliburton shares in Q3 2015, an estimated $39.7M.
  • Obermeyer Wealth Partners first reported a position in Halliburton in Q2 2013 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Halliburton position peaked at $39.7M in Q2 2015.
  • 921 funds tracked by Wall St. Rank held Halliburton as of Q3 2015.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2015, filed 6 Nov 2015.