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Regal Investment Advisors’s Halliburton HAL Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-487
Closed -$17K – 522
2015
Q3 		$17K Sell
487
-50
-9% -$1.97K ﹤0.01% 590
2015
Q2 		$23K Sell
537
-100
-16% -$4.61K 0.01% 534
2015
Q1 		$28K Sell
637
-250
-28% -$10.4K 0.01% 512
2014
Q4 		$35K Sell
887
-450
-34% -$21.9K 0.01% 447
2014
Q3 		$86K Hold
1,337
– – 0.03% 325
2014
Q2 		$95K Buy
1,337
+100
+8% +$6.41K 0.03% 289
2014
Q1 		$73K Buy
1,237
+387
+46% +$20.7K 0.03% 303
2013
Q4 		$43K Sell
850
-247
-23% -$12.8K 0.02% 309
2013
Q3 		$53K Buy
1,097
+10
+0.9% +$468 0.03% 293
2013
Q2 		$45K Buy
+1,087
New +$45.4K 0.02% 305

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's HAL Position: Q4 2015 in Review

Regal Investment Advisors sold out of Halliburton (HAL) in Q4 2015, closing a stake of 487 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in HAL in Q2 2013 and held it in 10 quarters. The position peaked at $95K in Q2 2014. 920 funds tracked by Wall St. Rank hold HAL as of Q4 2015.

  • Regal Investment Advisors reported no remaining Halliburton position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 487 Halliburton shares in Q4 2015, an estimated $17K.
  • Regal Investment Advisors first reported a position in Halliburton in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Halliburton position peaked at $95K in Q2 2014.
  • 920 funds tracked by Wall St. Rank held Halliburton as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.