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Physicians Financial Services’s Halliburton HAL Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-400
Closed -$17K – 178
2016
Q4 		$17K Hold
400
– – 0.01% 212
2016
Q3 		$18K Hold
400
– – 0.02% 202
2016
Q2 		$18K Hold
400
– – 0.02% 205
2016
Q1 		$14K Hold
400
– – 0.01% 201
2015
Q4 		$14K Buy
+400
New +$15.1K 0.01% 218

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Physicians Financial Services's HAL Position: Q1 2017 in Review

Physicians Financial Services sold out of Halliburton (HAL) in Q1 2017, closing a stake of 400 shares — an estimated $17K sold.

Physicians Financial Services first reported a position in HAL in Q4 2015 and held it in 5 quarters. The position peaked at $18K in Q3 2016. 997 funds tracked by Wall St. Rank hold HAL as of Q1 2017.

  • Physicians Financial Services reported no remaining Halliburton position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 400 Halliburton shares in Q1 2017, an estimated $17K.
  • Physicians Financial Services first reported a position in Halliburton in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Halliburton position peaked at $18K in Q3 2016.
  • 997 funds tracked by Wall St. Rank held Halliburton as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.