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Palladium Partners’s Halliburton HAL Stock Holding History

Palladium 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
2014
Q4 		– Sell
-3,224
Closed -$208K – 261
2014
Q3 		$208K Buy
3,224
+74
+2% +$5.07K 0.02% 242
2014
Q2 		$224K Hold
3,150
– – 0.02% 238
2014
Q1 		$186K Buy
+3,150
New +$168K 0.02% 252
2013
Q4 		– Sell
-3,200
Closed -$154K – 332
2013
Q3 		$154K Buy
3,200
+200
+7% +$9.37K 0.02% 257
2013
Q2 		$125K Buy
+3,000
New +$125K 0.01% 275

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Palladium Partners's HAL Position: Q4 2014 in Review

Palladium Partners sold out of Halliburton (HAL) in Q4 2014, closing a stake of 3,224 shares — an estimated $208K sold.

Palladium Partners first reported a position in HAL in Q2 2013 and held it in 5 quarters. The position peaked at $224K in Q2 2014. 996 funds tracked by Wall St. Rank hold HAL as of Q4 2014.

  • Palladium Partners reported no remaining Halliburton position as of Q4 2014 after selling out during the quarter.
  • Palladium Partners sold 3,224 Halliburton shares in Q4 2014, an estimated $208K.
  • Palladium Partners first reported a position in Halliburton in Q2 2013 and held it in 5 quarters.
  • Palladium Partners's Halliburton position peaked at $224K in Q2 2014.
  • 996 funds tracked by Wall St. Rank held Halliburton as of Q4 2014.

Based on Palladium Partners's 13F filing for Q4 2014, filed 27 Jan 2015.