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Paradigm Financial Advisors’s Halliburton HAL Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-650
Closed -$38K – 124
2014
Q1 		$38K Buy
650
+1
+0.2% +$53 0.04% 132
2013
Q4 		$33K Buy
+649
New +$33.5K 0.03% 163

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Paradigm Financial Advisors's HAL Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Halliburton (HAL) in Q2 2014, closing a stake of 650 shares — an estimated $38K sold.

Paradigm Financial Advisors first reported a position in HAL in Q4 2013 and held it in 2 quarters. The position peaked at $38K in Q1 2014. 1,073 funds tracked by Wall St. Rank hold HAL as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Halliburton position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 650 Halliburton shares in Q2 2014, an estimated $38K.
  • Paradigm Financial Advisors first reported a position in Halliburton in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Halliburton position peaked at $38K in Q1 2014.
  • 1,073 funds tracked by Wall St. Rank held Halliburton as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.