Piershale Financial Group’s Halliburton HAL Stock Holding History

Piershale Financial Group’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
2016 Q4	–	Sell	-395	Closed	-$18K	–	65
2016 Q3	$18K	Hold	395	–	–	0.01%	67
2016 Q2	$18K	Hold	395	–	–	0.01%	68
2016 Q1	$14K	Buy	395 +201	+104%	+$6.56K	0.01%	67
2015 Q4	$7K	Hold	194	–	–	﹤0.01%	136
2015 Q3	$7K	Hold	194	–	–	0.01%	86
2015 Q2	$8K	Hold	194	–	–	0.01%	81
2015 Q1	$9K	Hold	194	–	–	0.01%	81
2014 Q4	$8K	Hold	194	–	–	0.01%	110
2014 Q3	$13K	Hold	194	–	–	0.01%	76
2014 Q2	$14K	Hold	194	–	–	0.01%	79
2014 Q1	$11K	Hold	194	–	–	0.01%	79
2013 Q4	$10K	Hold	194	–	–	0.01%	68
2013 Q3	$9K	Hold	194	–	–	0.01%	76
2013 Q2	$8K	Buy	+194	New	+$8.11K	0.02%	62

Other funds holding HAL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piershale Financial Group's HAL Position: Q4 2016 in Review

Piershale Financial Group sold out of Halliburton (HAL) in Q4 2016, closing a stake of 395 shares — an estimated $18K sold.

Piershale Financial Group first reported a position in HAL in Q2 2013 and held it in 14 quarters. The position peaked at $18K in Q3 2016. 1,003 funds tracked by Wall St. Rank hold HAL as of Q4 2016.

Piershale Financial Group reported no remaining Halliburton position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 395 Halliburton shares in Q4 2016, an estimated $18K.
Piershale Financial Group first reported a position in Halliburton in Q2 2013 and held it in 14 quarters.
Piershale Financial Group's Halliburton position peaked at $18K in Q3 2016.
1,003 funds tracked by Wall St. Rank held Halliburton as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.