PWM
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PRW Wealth Management’s Halliburton HAL Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-102
Closed -$3K – 319
2019
Q1 		$3K Hold
102
– – ﹤0.01% 460
2018
Q4 		$3K Buy
+102
New +$3.44K ﹤0.01% 457

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

PRW Wealth Management's HAL Position: Q2 2019 in Review

PRW Wealth Management sold out of Halliburton (HAL) in Q2 2019, closing a stake of 102 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in HAL in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • PRW Wealth Management reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 102 Halliburton shares in Q2 2019, an estimated $3K.
  • PRW Wealth Management first reported a position in Halliburton in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Halliburton position peaked at $3K in Q1 2019.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.