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
2020 Q1	–	Sell	-3,000	Closed	-$73K	–	130
2019 Q4	$73K	Hold	3,000	–	–	0.03%	127
2019 Q3	$57K	Hold	3,000	–	–	0.02%	125
2019 Q2	$68K	Hold	3,000	–	–	0.03%	127
2019 Q1	$88K	Hold	3,000	–	–	0.03%	120
2018 Q4	$80K	Hold	3,000	–	–	0.04%	120
2018 Q3	$121K	Hold	3,000	–	–	0.05%	123
2018 Q2	$135K	Buy	+3,000	New	+$149K	0.06%	113

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.